Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Phillip Capital - Emerging India Portfolio
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%
3.88%
6 Months
6.20%
18.21%
1 Year
9.45%
11.44%
3 Years
11.74%
9.27%
5 Years
—
10.90%
Since Inception
12.77%
13.08%
Fund Age
3 yrs 7 mo
9 yrs
AUM
₹223.43 Cr
₹29.3 Cr
Alpha – 1 Year
9.88%
6.74%
Alpha – 3 Years
3.17%
−1.95%
Information Ratio – 3 Years
0.40
-0.21
Volatility – 1 Year
16.24%
23.26%
Volatility – 3 Years
16.22%
18.09%
Beta – 1 Year
0.89
1.21
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.30
0.35
Sharpe Ratio – 3 Years
0.44
0.32
Worst Rolling Year
11.49%
0.11%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−24.20%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
13.89%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 6% · M 32% · S 55%
Number of Stocks
96
23
Portfolio P/E
27.01
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%