Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
6.20%
2.17%
1 Year
9.45%
7.07%
3 Years
11.74%
15.12%
5 Years
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—
Since Inception
12.77%
19.80%
Fund Age
3 yrs 7 mo
7 yrs 3 mo
AUM
₹223.43 Cr
₹7.19 Cr
Alpha – 1 Year
9.88%
7.50%
Alpha – 3 Years
3.17%
6.56%
Information Ratio – 3 Years
0.40
1.22
Volatility – 1 Year
16.24%
19.38%
Volatility – 3 Years
16.22%
16.31%
Beta – 1 Year
0.89
1.18
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.30
0.17
Sharpe Ratio – 3 Years
0.44
0.62
Worst Rolling Year
11.49%
14.31%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−24.20%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
16.29%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 73% · M 25%
Number of Stocks
96
100
Portfolio P/E
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –