Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Pelican PE fund
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%
−1.39%
6 Months
6.20%
−2.47%
1 Year
9.45%
1.15%
3 Years
11.74%
8.53%
5 Years
—
8.38%
Since Inception
12.77%
10.13%
Fund Age
3 yrs 7 mo
8 yrs 2 mo
AUM
₹223.43 Cr
₹52.94 Cr
Alpha – 1 Year
9.88%
1.50%
Alpha – 3 Years
3.17%
−0.47%
Information Ratio – 3 Years
0.40
-0.50
Volatility – 1 Year
16.24%
18.43%
Volatility – 3 Years
16.22%
14.27%
Beta – 1 Year
0.89
1.13
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.30
-0.13
Sharpe Ratio – 3 Years
0.44
0.15
Worst Rolling Year
11.49%
7.57%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−24.20%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 64% · M 27% · S 1%
Number of Stocks
96
10
Portfolio P/E
27.01
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%