Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
0.36%
6 Months
6.20%
5.01%
1 Year
9.45%
−5.33%
3 Years
11.74%
1.25%
5 Years
—
−1.56%
Since Inception
12.77%
10.94%
Fund Age
3 yrs 7 mo
6 yrs 11 mo
AUM
₹223.43 Cr
₹122.91 Cr
Alpha – 1 Year
9.88%
−8.31%
Alpha – 3 Years
3.17%
−10.64%
Information Ratio – 3 Years
0.40
-0.98
Volatility – 1 Year
16.24%
16.35%
Volatility – 3 Years
16.22%
16.88%
Beta – 1 Year
0.89
0.87
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.30
-0.59
Sharpe Ratio – 3 Years
0.44
-0.17
Worst Rolling Year
11.49%
-5.79%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−24.20%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
13.89%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 45% · M 31% · S 19%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%