Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
6.38%
6 Months
6.20%
30.29%
1 Year
9.45%
21.45%
3 Years
11.74%
18.94%
5 Years
—
—
Since Inception
12.77%
23.25%
Fund Age
3 yrs 7 mo
3 yrs 1 mo
AUM
₹223.43 Cr
₹185.04 Cr
Alpha – 1 Year
9.88%
16.73%
Alpha – 3 Years
3.17%
6.85%
Information Ratio – 3 Years
0.40
0.59
Volatility – 1 Year
16.24%
29.11%
Volatility – 3 Years
16.22%
25.42%
Beta – 1 Year
0.89
1.26
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.30
0.62
Sharpe Ratio – 3 Years
0.44
0.60
Worst Rolling Year
11.49%
18.95%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−24.20%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
20.62%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
40
Portfolio P/E
27.01
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%