Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.11%
6 Months
6.20%
2.89%
1 Year
9.45%
7.86%
3 Years
11.74%
10.62%
5 Years
—
10.19%
Since Inception
12.77%
9.46%
Fund Age
3 yrs 7 mo
5 yrs 7 mo
AUM
₹223.43 Cr
₹158.06 Cr
Alpha – 1 Year
9.88%
−1.70%
Alpha – 3 Years
3.17%
0.86%
Information Ratio – 3 Years
0.40
0.37
Volatility – 1 Year
16.24%
1.80%
Volatility – 3 Years
16.22%
3.43%
Beta – 1 Year
0.89
0.81
Beta – 3 Years
1.02
0.63
Sharpe Ratio – 1 Year
0.30
1.30
Sharpe Ratio – 3 Years
0.44
1.53
Worst Rolling Year
11.49%
8.14%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−24.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
—
Portfolio P/E
27.01
—
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%
—
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%