Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
0.31%
6 Months
6.20%
−0.02%
1 Year
9.45%
9.16%
3 Years
11.74%
15.25%
5 Years
—
10.25%
Since Inception
12.77%
11.62%
Fund Age
3 yrs 7 mo
7 yrs 3 mo
AUM
₹223.43 Cr
₹55.42 Cr
Alpha – 1 Year
9.88%
9.51%
Alpha – 3 Years
3.17%
6.25%
Information Ratio – 3 Years
0.40
0.85
Volatility – 1 Year
16.24%
16.48%
Volatility – 3 Years
16.22%
14.29%
Beta – 1 Year
0.89
0.90
Beta – 3 Years
1.02
0.91
Sharpe Ratio – 1 Year
0.30
0.29
Sharpe Ratio – 3 Years
0.44
0.70
Worst Rolling Year
11.49%
4.67%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−24.20%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 43% · M 13% · S 23%
Number of Stocks
96
89
Portfolio P/E
27.01
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%