Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
1.32%
6 Months
6.20%
3.83%
1 Year
9.45%
9.77%
3 Years
11.74%
13.19%
5 Years
—
12.01%
Since Inception
12.77%
14.38%
Fund Age
3 yrs 7 mo
6 yrs 8 mo
AUM
₹223.43 Cr
₹42.66 Cr
Alpha – 1 Year
9.88%
3.80%
Alpha – 3 Years
3.17%
2.30%
Information Ratio – 3 Years
0.40
0.23
Volatility – 1 Year
16.24%
15.84%
Volatility – 3 Years
16.22%
12.64%
Beta – 1 Year
0.89
1.56
Beta – 3 Years
1.02
1.48
Sharpe Ratio – 1 Year
0.30
0.32
Sharpe Ratio – 3 Years
0.44
0.70
Worst Rolling Year
11.49%
9.09%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−24.20%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%