Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
0.50%
6 Months
6.20%
2.02%
1 Year
9.45%
0.60%
3 Years
11.74%
8.21%
5 Years
—
5.75%
Since Inception
12.77%
9.73%
Fund Age
3 yrs 7 mo
6 yrs
AUM
₹223.43 Cr
₹128.19 Cr
Alpha – 1 Year
9.88%
1.03%
Alpha – 3 Years
3.17%
−0.36%
Information Ratio – 3 Years
0.40
0.12
Volatility – 1 Year
16.24%
19.24%
Volatility – 3 Years
16.22%
14.76%
Beta – 1 Year
0.89
1.13
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.30
-0.16
Sharpe Ratio – 3 Years
0.44
0.24
Worst Rolling Year
11.49%
0.20%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−24.20%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
13.89%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 47% · M 42% · S 11%
Number of Stocks
96
—
Portfolio P/E
27.01
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
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%