Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Oro-alpha compounders
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%
2.98%
6 Months
6.20%
−0.13%
1 Year
9.45%
−2.80%
3 Years
11.74%
13.20%
5 Years
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Since Inception
12.77%
13.51%
Fund Age
3 yrs 7 mo
3 yrs 8 mo
AUM
₹223.43 Cr
₹30.6 Cr
Alpha – 1 Year
9.88%
−5.78%
Alpha – 3 Years
3.17%
1.30%
Information Ratio – 3 Years
0.40
0.16
Volatility – 1 Year
16.24%
16.62%
Volatility – 3 Years
16.22%
16.99%
Beta – 1 Year
0.89
0.93
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
0.30
-0.42
Sharpe Ratio – 3 Years
0.44
0.50
Worst Rolling Year
11.49%
13.00%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−24.20%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
17.04%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 44% · M 26% · S 17%
Number of Stocks
96
24
Portfolio P/E
27.01
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%