Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Sowilo Multicap Fund
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%
3.12%
6 Months
6.20%
20.18%
1 Year
9.45%
17.30%
3 Years
11.74%
18.32%
5 Years
—
—
Since Inception
12.77%
21.17%
Fund Age
3 yrs 7 mo
3 yrs 2 mo
AUM
₹223.43 Cr
₹171.55 Cr
Alpha – 1 Year
9.88%
12.58%
Alpha – 3 Years
3.17%
6.23%
Information Ratio – 3 Years
0.40
0.82
Volatility – 1 Year
16.24%
24.39%
Volatility – 3 Years
16.22%
21.61%
Beta – 1 Year
0.89
1.30
Beta – 3 Years
1.02
1.25
Sharpe Ratio – 1 Year
0.30
0.55
Sharpe Ratio – 3 Years
0.44
0.70
Worst Rolling Year
11.49%
18.30%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−24.20%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 4% · M 4% · S 88%
Number of Stocks
96
82
Portfolio P/E
27.01
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%