Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
10.24%
6 Months
6.20%
31.65%
1 Year
9.45%
26.47%
3 Years
11.74%
18.72%
5 Years
—
16.28%
Since Inception
12.77%
14.51%
Fund Age
3 yrs 7 mo
10 yrs 10 mo
AUM
₹223.43 Cr
₹423.36 Cr
Alpha – 1 Year
9.88%
21.75%
Alpha – 3 Years
3.17%
6.63%
Information Ratio – 3 Years
0.40
0.36
Volatility – 1 Year
16.24%
28.25%
Volatility – 3 Years
16.22%
24.90%
Beta – 1 Year
0.89
1.32
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.30
0.78
Sharpe Ratio – 3 Years
0.44
0.60
Worst Rolling Year
11.49%
-5.98%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−24.20%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
13.89%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 12% · M 6% · S 82%
Number of Stocks
96
62
Portfolio P/E
27.01
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%