Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
6.20%
9.19%
1 Year
9.45%
9.02%
3 Years
11.74%
14.71%
5 Years
—
10.31%
Since Inception
12.77%
14.95%
Fund Age
3 yrs 7 mo
7 yrs 10 mo
AUM
₹223.43 Cr
₹42.73 Cr
Alpha – 1 Year
9.88%
4.30%
Alpha – 3 Years
3.17%
2.62%
Information Ratio – 3 Years
0.40
0.63
Volatility – 1 Year
16.24%
17.52%
Volatility – 3 Years
16.22%
14.89%
Beta – 1 Year
0.89
0.97
Beta – 3 Years
1.02
0.92
Sharpe Ratio – 1 Year
0.30
0.26
Sharpe Ratio – 3 Years
0.44
0.66
Worst Rolling Year
11.49%
8.19%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−24.20%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 18% · M 16% · S 37%
Number of Stocks
96
30
Portfolio P/E
27.01
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%