Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
0.78%
6 Months
6.20%
11.75%
1 Year
9.45%
−2.37%
3 Years
11.74%
17.81%
5 Years
—
14.66%
Since Inception
12.77%
18.91%
Fund Age
3 yrs 7 mo
23 yrs 5 mo
AUM
₹223.43 Cr
₹3,220.2 Cr
Alpha – 1 Year
9.88%
−5.35%
Alpha – 3 Years
3.17%
5.93%
Information Ratio – 3 Years
0.40
0.54
Volatility – 1 Year
16.24%
21.49%
Volatility – 3 Years
16.22%
20.84%
Beta – 1 Year
0.89
1.07
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.30
-0.27
Sharpe Ratio – 3 Years
0.44
0.64
Worst Rolling Year
11.49%
-7.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.93 Cr
Deepest Drawdown
−24.20%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
13.89%
14.52%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 28% · M 48% · S 19%
Number of Stocks
96
27
Portfolio P/E
27.01
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%