Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
1.43%
6 Months
6.20%
0.81%
1 Year
9.45%
7.79%
3 Years
11.74%
9.10%
5 Years
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Since Inception
12.77%
17.42%
Fund Age
3 yrs 7 mo
8 yrs 11 mo
AUM
₹223.43 Cr
₹342.11 Cr
Alpha – 1 Year
9.88%
3.07%
Alpha – 3 Years
3.17%
−2.99%
Information Ratio – 3 Years
0.40
0.29
Volatility – 1 Year
16.24%
17.73%
Volatility – 3 Years
16.22%
15.85%
Beta – 1 Year
0.89
1.00
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.30
0.21
Sharpe Ratio – 3 Years
0.44
0.50
Worst Rolling Year
11.49%
9.10%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−24.20%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
13.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 40% · M 35% · S 22%
Number of Stocks
96
23
Portfolio P/E
27.01
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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%