Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−1.21%
6 Months
6.20%
5.09%
1 Year
9.45%
0.26%
3 Years
11.74%
9.53%
5 Years
—
5.40%
Since Inception
12.77%
12.09%
Fund Age
3 yrs 7 mo
8 yrs 5 mo
AUM
₹223.43 Cr
₹1,644.09 Cr
Alpha – 1 Year
9.88%
0.61%
Alpha – 3 Years
3.17%
0.54%
Information Ratio – 3 Years
0.40
0.06
Volatility – 1 Year
16.24%
17.94%
Volatility – 3 Years
16.22%
17.25%
Beta – 1 Year
0.89
1.03
Beta – 3 Years
1.02
1.11
Sharpe Ratio – 1 Year
0.30
-0.20
Sharpe Ratio – 3 Years
0.44
0.31
Worst Rolling Year
11.49%
2.29%
Value at Worst Rolling Year
₹1.11 Cr
₹1.02 Cr
Deepest Drawdown
−24.20%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 49% · M 36% · S 14%
Number of Stocks
96
20
Portfolio P/E
27.01
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%