Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Maximal Pathfinder Value Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Maximal Pathfinder Value Fund
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%
1.05%
6 Months
6.20%
10.77%
1 Year
9.45%
14.08%
3 Years
11.74%
15.75%
5 Years
—
—
Since Inception
12.77%
25.14%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
₹223.43 Cr
₹198.82 Cr
Alpha – 1 Year
9.88%
9.36%
Alpha – 3 Years
3.17%
3.66%
Information Ratio – 3 Years
0.40
0.34
Volatility – 1 Year
16.24%
22.89%
Volatility – 3 Years
16.22%
20.12%
Beta – 1 Year
0.89
1.24
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.30
0.45
Sharpe Ratio – 3 Years
0.44
0.57
Worst Rolling Year
11.49%
15.75%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−24.20%
−20.35%
Recovery Period
Not yet recovered
240 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
26.48%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
—
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%
—
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%