Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
2.10%
6 Months
6.20%
29.13%
1 Year
9.45%
20.96%
3 Years
11.74%
17.22%
5 Years
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—
Since Inception
12.77%
23.59%
Fund Age
3 yrs 7 mo
3 yrs 7 mo
AUM
₹223.43 Cr
₹147.56 Cr
Alpha – 1 Year
9.88%
16.24%
Alpha – 3 Years
3.17%
5.13%
Information Ratio – 3 Years
0.40
0.33
Volatility – 1 Year
16.24%
30.80%
Volatility – 3 Years
16.22%
25.65%
Beta – 1 Year
0.89
1.54
Beta – 3 Years
1.02
1.41
Sharpe Ratio – 1 Year
0.30
0.58
Sharpe Ratio – 3 Years
0.44
0.54
Worst Rolling Year
11.49%
15.38%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−24.20%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
21.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 63% · M 11% · S 17%
Number of Stocks
96
18
Portfolio P/E
27.01
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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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%