Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
0.97%
6 Months
6.20%
6.33%
1 Year
9.45%
−0.99%
3 Years
11.74%
6.26%
5 Years
—
6.47%
Since Inception
12.77%
5.18%
Fund Age
3 yrs 7 mo
19 yrs 5 mo
AUM
₹223.43 Cr
₹95.89 Cr
Alpha – 1 Year
9.88%
2.51%
Alpha – 3 Years
3.17%
−2.73%
Information Ratio – 3 Years
0.40
-0.10
Volatility – 1 Year
16.24%
20.93%
Volatility – 3 Years
16.22%
17.77%
Beta – 1 Year
0.89
1.14
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
0.30
-0.20
Sharpe Ratio – 3 Years
0.44
0.23
Worst Rolling Year
11.49%
-21.50%
Value at Worst Rolling Year
₹1.11 Cr
₹0.79 Cr
Deepest Drawdown
−24.20%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
13.89%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 45% · M 31% · S 19%
L 77% · M 12% · S 11%
Number of Stocks
96
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%