Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Right Horizons - Super Value Fund
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%
3.00%
6 Months
6.20%
20.83%
1 Year
9.45%
12.18%
3 Years
11.74%
13.97%
5 Years
—
17.12%
Since Inception
12.77%
15.75%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹223.43 Cr
₹205.48 Cr
Alpha – 1 Year
9.88%
9.20%
Alpha – 3 Years
3.17%
2.09%
Information Ratio – 3 Years
0.40
0.40
Volatility – 1 Year
16.24%
27.53%
Volatility – 3 Years
16.22%
22.15%
Beta – 1 Year
0.89
1.45
Beta – 3 Years
1.02
1.20
Sharpe Ratio – 1 Year
0.30
0.35
Sharpe Ratio – 3 Years
0.44
0.55
Worst Rolling Year
11.49%
-9.57%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−24.20%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
13.89%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 45% · M 31% · S 19%
L 17% · M 21% · S 60%
Number of Stocks
96
30
Portfolio P/E
27.01
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%