Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Prosperity - Discovery Fund
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%
4.17%
6 Months
6.20%
20.15%
1 Year
9.45%
7.22%
3 Years
11.74%
9.88%
5 Years
—
10.18%
Since Inception
12.77%
17.47%
Fund Age
3 yrs 7 mo
5 yrs 8 mo
AUM
₹223.43 Cr
₹112.12 Cr
Alpha – 1 Year
9.88%
2.50%
Alpha – 3 Years
3.17%
−2.21%
Information Ratio – 3 Years
0.40
-0.17
Volatility – 1 Year
16.24%
30.34%
Volatility – 3 Years
16.22%
23.32%
Beta – 1 Year
0.89
1.54
Beta – 3 Years
1.02
1.29
Sharpe Ratio – 1 Year
0.30
0.19
Sharpe Ratio – 3 Years
0.44
0.29
Worst Rolling Year
11.49%
8.52%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−24.20%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
M 39% · S 59%
Number of Stocks
96
28
Portfolio P/E
27.01
38.78
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%
—
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%