Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
6.20%
0.32%
1 Year
9.45%
1.03%
3 Years
11.74%
14.82%
5 Years
—
11.82%
Since Inception
12.77%
13.07%
Fund Age
3 yrs 7 mo
5 yrs 2 mo
AUM
₹223.43 Cr
₹56.08 Cr
Alpha – 1 Year
9.88%
−1.95%
Alpha – 3 Years
3.17%
2.94%
Information Ratio – 3 Years
0.40
0.18
Volatility – 1 Year
16.24%
13.89%
Volatility – 3 Years
16.22%
18.35%
Beta – 1 Year
0.89
0.75
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
-0.25
Sharpe Ratio – 3 Years
0.44
0.55
Worst Rolling Year
11.49%
12.65%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−24.20%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 38% · M 29% · S 24%
Number of Stocks
96
37
Portfolio P/E
27.01
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%