Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
2.92%
6 Months
6.20%
8.20%
1 Year
9.45%
15.48%
3 Years
11.74%
18.05%
5 Years
—
15.54%
Since Inception
12.77%
14.61%
Fund Age
3 yrs 7 mo
10 yrs 4 mo
AUM
₹223.43 Cr
₹747.6 Cr
Alpha – 1 Year
9.88%
15.83%
Alpha – 3 Years
3.17%
9.06%
Information Ratio – 3 Years
0.40
0.72
Volatility – 1 Year
16.24%
18.67%
Volatility – 3 Years
16.22%
21.45%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.02
1.31
Sharpe Ratio – 1 Year
0.30
0.58
Sharpe Ratio – 3 Years
0.44
0.64
Worst Rolling Year
11.49%
-13.89%
Value at Worst Rolling Year
₹1.11 Cr
₹0.86 Cr
Deepest Drawdown
−24.20%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
13.89%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 35% · M 50% · S 14%
Number of Stocks
96
25
Portfolio P/E
27.01
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%