Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
2.77%
6 Months
6.20%
8.02%
1 Year
9.45%
5.50%
3 Years
11.74%
7.60%
5 Years
—
9.19%
Since Inception
12.77%
14.35%
Fund Age
3 yrs 7 mo
5 yrs 9 mo
AUM
₹223.43 Cr
₹11.85 Cr
Alpha – 1 Year
9.88%
0.78%
Alpha – 3 Years
3.17%
−4.49%
Information Ratio – 3 Years
0.40
-0.44
Volatility – 1 Year
16.24%
20.18%
Volatility – 3 Years
16.22%
17.74%
Beta – 1 Year
0.89
1.11
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.30
0.10
Sharpe Ratio – 3 Years
0.44
0.27
Worst Rolling Year
11.49%
7.60%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−24.20%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
14.22%
5-Year Rolling Windows Positive
—
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%
0% / 0% / 0%