Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Motilal Oswal - Ethical
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%
1.53%
6 Months
6.20%
18.13%
1 Year
9.45%
13.15%
3 Years
11.74%
14.12%
5 Years
—
11.96%
Since Inception
12.77%
13.25%
Fund Age
3 yrs 7 mo
5 yrs 1 mo
AUM
₹223.43 Cr
₹77.09 Cr
Alpha – 1 Year
9.88%
10.17%
Alpha – 3 Years
3.17%
2.24%
Information Ratio – 3 Years
0.40
0.36
Volatility – 1 Year
16.24%
23.76%
Volatility – 3 Years
16.22%
19.81%
Beta – 1 Year
0.89
1.23
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
0.30
0.40
Sharpe Ratio – 3 Years
0.44
0.50
Worst Rolling Year
11.49%
8.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−24.20%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 28% · M 28% · S 44%
Number of Stocks
96
20
Portfolio P/E
27.01
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%