Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Right Horizons - Perennial
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%
−0.19%
6 Months
6.20%
11.46%
1 Year
9.45%
8.21%
3 Years
11.74%
12.09%
5 Years
—
11.81%
Since Inception
12.77%
13.34%
Fund Age
3 yrs 7 mo
5 yrs 3 mo
AUM
₹223.43 Cr
₹34.29 Cr
Alpha – 1 Year
9.88%
5.23%
Alpha – 3 Years
3.17%
0.21%
Information Ratio – 3 Years
0.40
0.17
Volatility – 1 Year
16.24%
24.84%
Volatility – 3 Years
16.22%
21.42%
Beta – 1 Year
0.89
1.25
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.30
0.21
Sharpe Ratio – 3 Years
0.44
0.49
Worst Rolling Year
11.49%
7.11%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−24.20%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 5% · M 7% · S 69%
Number of Stocks
96
37
Portfolio P/E
27.01
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%