Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
2.63%
6 Months
6.20%
13.11%
1 Year
9.45%
15.44%
3 Years
11.74%
15.82%
5 Years
—
15.29%
Since Inception
12.77%
15.37%
Fund Age
3 yrs 7 mo
9 yrs 4 mo
AUM
₹223.43 Cr
₹32.48 Cr
Alpha – 1 Year
9.88%
10.72%
Alpha – 3 Years
3.17%
3.73%
Information Ratio – 3 Years
0.40
0.69
Volatility – 1 Year
16.24%
17.99%
Volatility – 3 Years
16.22%
17.45%
Beta – 1 Year
0.89
0.99
Beta – 3 Years
1.02
1.02
Sharpe Ratio – 1 Year
0.30
0.59
Sharpe Ratio – 3 Years
0.44
0.71
Worst Rolling Year
11.49%
-6.27%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−24.20%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
13.89%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 8% · M 22% · S 44%
Number of Stocks
96
30
Portfolio P/E
27.01
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%