Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Magadh - Value for Growth
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%
1.29%
6 Months
6.20%
−4.12%
1 Year
9.45%
1.97%
3 Years
11.74%
12.30%
5 Years
—
12.28%
Since Inception
12.77%
12.08%
Fund Age
3 yrs 7 mo
5 yrs
AUM
₹223.43 Cr
₹27.16 Cr
Alpha – 1 Year
9.88%
−2.75%
Alpha – 3 Years
3.17%
0.21%
Information Ratio – 3 Years
0.40
0.08
Volatility – 1 Year
16.24%
18.26%
Volatility – 3 Years
16.22%
15.26%
Beta – 1 Year
0.89
1.01
Beta – 3 Years
1.02
0.92
Sharpe Ratio – 1 Year
0.30
-0.09
Sharpe Ratio – 3 Years
0.44
0.53
Worst Rolling Year
11.49%
12.19%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−24.20%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
21.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 41% · M 28% · S 30%
Number of Stocks
96
27
Portfolio P/E
27.01
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%