Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Purnartha Pratham Strategy
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%
5.49%
6 Months
6.20%
9.46%
1 Year
9.45%
17.52%
3 Years
11.74%
14.28%
5 Years
—
9.02%
Since Inception
12.77%
12.49%
Fund Age
3 yrs 7 mo
5 yrs 11 mo
AUM
₹223.43 Cr
₹1,633.45 Cr
Alpha – 1 Year
9.88%
12.80%
Alpha – 3 Years
3.17%
2.19%
Information Ratio – 3 Years
0.40
0.28
Volatility – 1 Year
16.24%
23.87%
Volatility – 3 Years
16.22%
18.97%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.30
0.57
Sharpe Ratio – 3 Years
0.44
0.55
Worst Rolling Year
11.49%
7.21%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−24.20%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 14% · M 11% · S 40%
Number of Stocks
96
—
Portfolio P/E
27.01
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%