Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Samvitti-PMS Long Term 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%
7.49%
6 Months
6.20%
27.88%
1 Year
9.45%
29.03%
3 Years
11.74%
18.18%
5 Years
—
15.45%
Since Inception
12.77%
16.74%
Fund Age
3 yrs 7 mo
10 yrs 9 mo
AUM
₹223.43 Cr
₹245.99 Cr
Alpha – 1 Year
9.88%
24.31%
Alpha – 3 Years
3.17%
6.09%
Information Ratio – 3 Years
0.40
0.49
Volatility – 1 Year
16.24%
21.97%
Volatility – 3 Years
16.22%
17.89%
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.30
1.03
Sharpe Ratio – 3 Years
0.44
0.70
Worst Rolling Year
11.49%
1.53%
Value at Worst Rolling Year
₹1.11 Cr
₹1.02 Cr
Deepest Drawdown
−24.20%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 36% · M 27% · S 36%
Number of Stocks
96
44
Portfolio P/E
27.01
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%