Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
6.20%
6.66%
1 Year
9.45%
7.95%
3 Years
11.74%
14.01%
5 Years
—
12.40%
Since Inception
12.77%
16.07%
Fund Age
3 yrs 7 mo
12 yrs 5 mo
AUM
₹223.43 Cr
₹27.98 Cr
Alpha – 1 Year
9.88%
3.23%
Alpha – 3 Years
3.17%
1.92%
Information Ratio – 3 Years
0.40
0.55
Volatility – 1 Year
16.24%
16.42%
Volatility – 3 Years
16.22%
14.36%
Beta – 1 Year
0.89
0.92
Beta – 3 Years
1.02
0.91
Sharpe Ratio – 1 Year
0.30
0.15
Sharpe Ratio – 3 Years
0.44
0.63
Worst Rolling Year
11.49%
-4.39%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−24.20%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
13.89%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 25% · M 6% · S 37%
Number of Stocks
96
30
Portfolio P/E
27.01
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%