Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Phillip Capital - Signature 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%
3.08%
6 Months
6.20%
14.24%
1 Year
9.45%
9.21%
3 Years
11.74%
8.31%
5 Years
—
7.74%
Since Inception
12.77%
11.80%
Fund Age
3 yrs 7 mo
10 yrs 3 mo
AUM
₹223.43 Cr
₹251.07 Cr
Alpha – 1 Year
9.88%
4.51%
Alpha – 3 Years
3.17%
−2.91%
Information Ratio – 3 Years
0.40
-0.50
Volatility – 1 Year
16.24%
21.09%
Volatility – 3 Years
16.22%
15.86%
Beta – 1 Year
0.89
1.13
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.30
0.27
Sharpe Ratio – 3 Years
0.44
0.26
Worst Rolling Year
11.49%
-3.45%
Value at Worst Rolling Year
₹1.11 Cr
₹0.97 Cr
Deepest Drawdown
−24.20%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
13.89%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 30% · M 32% · S 34%
Number of Stocks
96
28
Portfolio P/E
27.01
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%