Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
NAFA - Emerging Bluechip
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%
0.39%
6 Months
6.20%
5.71%
1 Year
9.45%
−0.97%
3 Years
11.74%
8.86%
5 Years
—
14.20%
Since Inception
12.77%
14.76%
Fund Age
3 yrs 7 mo
10 yrs 5 mo
AUM
₹223.43 Cr
₹447.76 Cr
Alpha – 1 Year
9.88%
−2.83%
Alpha – 3 Years
3.17%
−3.22%
Information Ratio – 3 Years
0.40
0.04
Volatility – 1 Year
16.24%
24.79%
Volatility – 3 Years
16.22%
21.25%
Beta – 1 Year
0.89
1.35
Beta – 3 Years
1.02
1.20
Sharpe Ratio – 1 Year
0.30
-0.14
Sharpe Ratio – 3 Years
0.44
0.31
Worst Rolling Year
11.49%
-13.00%
Value at Worst Rolling Year
₹1.11 Cr
₹0.87 Cr
Deepest Drawdown
−24.20%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
13.89%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 2% · M 12% · S 84%
Number of Stocks
96
32
Portfolio P/E
27.01
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%