Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
ORO - All Weather Portfolio
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%
−0.19%
6 Months
6.20%
−0.42%
1 Year
9.45%
−4.58%
3 Years
11.74%
16.32%
5 Years
—
13.17%
Since Inception
12.77%
13.94%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹223.43 Cr
₹13.16 Cr
Alpha – 1 Year
9.88%
−7.56%
Alpha – 3 Years
3.17%
4.42%
Information Ratio – 3 Years
0.40
0.49
Volatility – 1 Year
16.24%
16.90%
Volatility – 3 Years
16.22%
17.54%
Beta – 1 Year
0.89
0.86
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.30
-0.52
Sharpe Ratio – 3 Years
0.44
0.69
Worst Rolling Year
11.49%
3.91%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−24.20%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 66% · M 23%
Number of Stocks
96
20
Portfolio P/E
27.01
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%