Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.96%
6 Months
6.20%
0.48%
1 Year
9.45%
5.92%
3 Years
11.74%
7.42%
5 Years
—
7.02%
Since Inception
12.77%
14.49%
Fund Age
3 yrs 7 mo
14 yrs 5 mo
AUM
₹223.43 Cr
₹332.27 Cr
Alpha – 1 Year
9.88%
6.27%
Alpha – 3 Years
3.17%
−1.58%
Information Ratio – 3 Years
0.40
-0.22
Volatility – 1 Year
16.24%
17.19%
Volatility – 3 Years
16.22%
15.80%
Beta – 1 Year
0.89
1.07
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.30
0.12
Sharpe Ratio – 3 Years
0.44
0.21
Worst Rolling Year
11.49%
-8.23%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−24.20%
−19.80%
Recovery Period
Not yet recovered
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
13.89%
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 58% · M 13% · S 28%
Number of Stocks
96
27
Portfolio P/E
27.01
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%