Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
2.41%
6 Months
6.20%
2.04%
1 Year
9.45%
13.04%
3 Years
11.74%
15.74%
5 Years
—
14.15%
Since Inception
12.77%
15.13%
Fund Age
3 yrs 7 mo
14 yrs 1 mo
AUM
₹223.43 Cr
₹850.7 Cr
Alpha – 1 Year
9.88%
13.39%
Alpha – 3 Years
3.17%
6.74%
Information Ratio – 3 Years
0.40
1.02
Volatility – 1 Year
16.24%
18.01%
Volatility – 3 Years
16.22%
15.42%
Beta – 1 Year
0.89
1.04
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.30
0.48
Sharpe Ratio – 3 Years
0.44
0.76
Worst Rolling Year
11.49%
-19.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.81 Cr
Deepest Drawdown
−24.20%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
13.89%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 45% · M 31% · S 19%
L 53% · M 28% · S 13%
Number of Stocks
96
—
Portfolio P/E
27.01
—
Top 5 Holdings
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%