Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
6.20%
8.08%
1 Year
9.45%
10.16%
3 Years
11.74%
15.60%
5 Years
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Since Inception
12.77%
19.84%
Fund Age
3 yrs 7 mo
6 yrs 11 mo
AUM
₹223.43 Cr
₹3.18 Cr
Alpha – 1 Year
9.88%
7.18%
Alpha – 3 Years
3.17%
3.72%
Information Ratio – 3 Years
0.40
0.60
Volatility – 1 Year
16.24%
19.93%
Volatility – 3 Years
16.22%
18.09%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
0.30
0.31
Sharpe Ratio – 3 Years
0.44
0.60
Worst Rolling Year
11.49%
14.68%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−24.20%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 31% · M 55% · S 12%
Number of Stocks
96
29
Portfolio P/E
27.01
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –