Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.10%
6 Months
6.20%
4.24%
1 Year
9.45%
17.00%
3 Years
11.74%
21.79%
5 Years
—
20.77%
Since Inception
12.77%
20.65%
Fund Age
3 yrs 7 mo
5 yrs
AUM
₹223.43 Cr
₹88.27 Cr
Alpha – 1 Year
9.88%
12.28%
Alpha – 3 Years
3.17%
9.70%
Information Ratio – 3 Years
0.40
1.38
Volatility – 1 Year
16.24%
20.96%
Volatility – 3 Years
16.22%
18.52%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.02
1.04
Sharpe Ratio – 1 Year
0.30
0.60
Sharpe Ratio – 3 Years
0.44
1.04
Worst Rolling Year
11.49%
21.72%
Value at Worst Rolling Year
₹1.11 Cr
₹1.22 Cr
Deepest Drawdown
−24.20%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 19% · M 45% · S 35%
Number of Stocks
96
25
Portfolio P/E
27.01
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0% / 0%