Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.10%
6 Months
6.20%
24.70%
1 Year
9.45%
21.80%
3 Years
11.74%
16.46%
5 Years
—
12.29%
Since Inception
12.77%
17.31%
Fund Age
3 yrs 7 mo
7 yrs 2 mo
AUM
₹223.43 Cr
₹328.39 Cr
Alpha – 1 Year
9.88%
22.15%
Alpha – 3 Years
3.17%
7.46%
Information Ratio – 3 Years
0.40
1.55
Volatility – 1 Year
16.24%
22.56%
Volatility – 3 Years
16.22%
18.01%
Beta – 1 Year
0.89
1.10
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.30
0.85
Sharpe Ratio – 3 Years
0.44
1.07
Worst Rolling Year
11.49%
7.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−24.20%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%