Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Merisis Multicap Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Merisis Multicap Portfolio
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%
3.02%
6 Months
6.20%
14.30%
1 Year
9.45%
18.52%
3 Years
11.74%
11.27%
5 Years
—
8.98%
Since Inception
12.77%
16.57%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹223.43 Cr
₹4.79 Cr
Alpha – 1 Year
9.88%
18.87%
Alpha – 3 Years
3.17%
2.27%
Information Ratio – 3 Years
0.40
0.39
Volatility – 1 Year
16.24%
19.72%
Volatility – 3 Years
16.22%
16.55%
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.30
0.68
Sharpe Ratio – 3 Years
0.44
0.41
Worst Rolling Year
11.49%
3.70%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−24.20%
−22.25%
Recovery Period
Not yet recovered
511 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
10.81%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 4% · S 64%
Number of Stocks
96
9
Portfolio P/E
27.01
13.20
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 · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
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%