Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
6.20%
12.07%
1 Year
9.45%
11.66%
3 Years
11.74%
13.52%
5 Years
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—
Since Inception
12.77%
14.98%
Fund Age
3 yrs 7 mo
3 yrs 6 mo
AUM
₹223.43 Cr
₹447.27 Cr
Alpha – 1 Year
9.88%
6.94%
Alpha – 3 Years
3.17%
1.43%
Information Ratio – 3 Years
0.40
0.13
Volatility – 1 Year
16.24%
21.15%
Volatility – 3 Years
16.22%
18.85%
Beta – 1 Year
0.89
1.14
Beta – 3 Years
1.02
1.10
Sharpe Ratio – 1 Year
0.30
0.37
Sharpe Ratio – 3 Years
0.44
0.48
Worst Rolling Year
11.49%
10.55%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−24.20%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
14.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 28% · M 19% · S 29%
Number of Stocks
96
—
Portfolio P/E
27.01
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%