Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.05%
6 Months
6.20%
16.92%
1 Year
9.45%
10.56%
3 Years
11.74%
6.67%
5 Years
—
7.52%
Since Inception
12.77%
10.84%
Fund Age
3 yrs 7 mo
8 yrs 8 mo
AUM
₹223.43 Cr
₹10.35 Cr
Alpha – 1 Year
9.88%
5.86%
Alpha – 3 Years
3.17%
−4.55%
Information Ratio – 3 Years
0.40
-0.70
Volatility – 1 Year
16.24%
20.12%
Volatility – 3 Years
16.22%
17.20%
Beta – 1 Year
0.89
1.04
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.30
0.33
Sharpe Ratio – 3 Years
0.44
0.11
Worst Rolling Year
11.49%
4.20%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−24.20%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
14.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 14% · M 44% · S 40%
Number of Stocks
96
21
Portfolio P/E
27.01
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%