Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs MoneyGrow Asset-Small Midcap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
MoneyGrow Asset-Small Midcap
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%
7.59%
6 Months
6.20%
40.12%
1 Year
9.45%
21.10%
3 Years
11.74%
—
5 Years
—
—
Since Inception
12.77%
20.13%
Fund Age
3 yrs 7 mo
2 yrs 8 mo
AUM
₹223.43 Cr
₹150.76 Cr
Alpha – 1 Year
9.88%
21.45%
Alpha – 3 Years
3.17%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
56.76%
Volatility – 3 Years
16.22%
—
Beta – 1 Year
0.89
2.39
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.48
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−38.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 45% · M 31% · S 19%
S 96%
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%