Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
6.20%
10.98%
1 Year
9.45%
10.72%
3 Years
11.74%
15.83%
5 Years
—
13.58%
Since Inception
12.77%
14.48%
Fund Age
3 yrs 7 mo
21 yrs 11 mo
AUM
₹223.43 Cr
₹8.51 Cr
Alpha – 1 Year
9.88%
6.00%
Alpha – 3 Years
3.17%
3.74%
Information Ratio – 3 Years
0.40
0.71
Volatility – 1 Year
16.24%
16.38%
Volatility – 3 Years
16.22%
14.45%
Beta – 1 Year
0.89
0.87
Beta – 3 Years
1.02
0.89
Sharpe Ratio – 1 Year
0.30
0.33
Sharpe Ratio – 3 Years
0.44
0.72
Worst Rolling Year
11.49%
-12.28%
Value at Worst Rolling Year
₹1.11 Cr
₹0.88 Cr
Deepest Drawdown
−24.20%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
13.89%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 45% · M 31% · S 19%
L 23% · M 15% · S 43%
Number of Stocks
96
30
Portfolio P/E
27.01
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 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%
2% / 0% / 0%