Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Sameeksha - Equity 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%
−0.38%
6 Months
6.20%
11.48%
1 Year
9.45%
7.29%
3 Years
11.74%
16.29%
5 Years
—
16.45%
Since Inception
12.77%
20.67%
Fund Age
3 yrs 7 mo
10 yrs 4 mo
AUM
₹223.43 Cr
₹1,333.94 Cr
Alpha – 1 Year
9.88%
2.57%
Alpha – 3 Years
3.17%
4.20%
Information Ratio – 3 Years
0.40
0.52
Volatility – 1 Year
16.24%
21.33%
Volatility – 3 Years
16.22%
16.22%
Beta – 1 Year
0.89
1.18
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.30
0.18
Sharpe Ratio – 3 Years
0.44
0.69
Worst Rolling Year
11.49%
-0.52%
Value at Worst Rolling Year
₹1.11 Cr
₹0.99 Cr
Deepest Drawdown
−24.20%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
13.89%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
50
Portfolio P/E
27.01
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%