Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
ORO-Alpha Value
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%
0.44%
6 Months
6.20%
5.47%
1 Year
9.45%
6.35%
3 Years
11.74%
—
5 Years
—
—
Since Inception
12.77%
6.04%
Fund Age
3 yrs 7 mo
3 yrs 8 mo
AUM
₹223.43 Cr
₹1.28 Cr
Alpha – 1 Year
9.88%
3.37%
Alpha – 3 Years
3.17%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
17.26%
Volatility – 3 Years
16.22%
15.80%
Beta – 1 Year
0.89
0.95
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.12
Sharpe Ratio – 3 Years
0.44
0.10
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 45% · M 31% · S 19%
L 42% · M 17% · S 27%
Number of Stocks
96
24
Portfolio P/E
27.01
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%