Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
6.20%
15.63%
1 Year
9.45%
20.01%
3 Years
11.74%
17.10%
5 Years
—
15.64%
Since Inception
12.77%
13.05%
Fund Age
3 yrs 7 mo
8 yrs 11 mo
AUM
₹223.43 Cr
₹46.46 Cr
Alpha – 1 Year
9.88%
15.29%
Alpha – 3 Years
3.17%
5.01%
Information Ratio – 3 Years
0.40
0.88
Volatility – 1 Year
16.24%
20.61%
Volatility – 3 Years
16.22%
19.98%
Beta – 1 Year
0.89
0.94
Beta – 3 Years
1.02
1.02
Sharpe Ratio – 1 Year
0.30
0.73
Sharpe Ratio – 3 Years
0.44
0.85
Worst Rolling Year
11.49%
-3.76%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−24.20%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
13.89%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 27% · M 34% · S 33%
Number of Stocks
96
25
Portfolio P/E
27.01
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%