Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
6.20%
10.94%
1 Year
9.45%
14.16%
3 Years
11.74%
7.74%
5 Years
—
3.22%
Since Inception
12.77%
10.15%
Fund Age
3 yrs 7 mo
7 yrs 2 mo
AUM
₹223.43 Cr
₹34.95 Cr
Alpha – 1 Year
9.88%
14.51%
Alpha – 3 Years
3.17%
−1.26%
Information Ratio – 3 Years
0.40
-0.10
Volatility – 1 Year
16.24%
25.75%
Volatility – 3 Years
16.22%
17.58%
Beta – 1 Year
0.89
1.43
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.30
0.43
Sharpe Ratio – 3 Years
0.44
0.21
Worst Rolling Year
11.49%
-2.37%
Value at Worst Rolling Year
₹1.11 Cr
₹0.98 Cr
Deepest Drawdown
−24.20%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
13.89%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 41% · M 32% · S 26%
Number of Stocks
96
19
Portfolio P/E
27.01
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%