Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
NBC - Seeking Alpha
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%
3.51%
6 Months
6.20%
12.65%
1 Year
9.45%
22.80%
3 Years
11.74%
18.05%
5 Years
—
41.98%
Since Inception
12.77%
7.54%
Fund Age
3 yrs 7 mo
9 yrs 2 mo
AUM
₹223.43 Cr
₹9.17 Cr
Alpha – 1 Year
9.88%
24.84%
Alpha – 3 Years
3.17%
11.40%
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
21.50%
Volatility – 3 Years
16.22%
17.94%
Beta – 1 Year
0.89
—
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.82
Sharpe Ratio – 3 Years
0.44
0.76
Worst Rolling Year
11.49%
-34.33%
Value at Worst Rolling Year
₹1.11 Cr
₹0.66 Cr
Deepest Drawdown
−24.20%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
13.89%
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 45% · M 31% · S 19%
L 13% · M 14% · S 73%
Number of Stocks
96
18
Portfolio P/E
27.01
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
1.35% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%