Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
SRE - Shield
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.37%
6 Months
6.20%
3.64%
1 Year
9.45%
6.24%
3 Years
11.74%
9.36%
5 Years
—
8.05%
Since Inception
12.77%
9.66%
Fund Age
3 yrs 7 mo
8 yrs 3 mo
AUM
₹223.43 Cr
₹32.8 Cr
Alpha – 1 Year
9.88%
6.59%
Alpha – 3 Years
3.17%
0.36%
Information Ratio – 3 Years
0.40
0.14
Volatility – 1 Year
16.24%
18.27%
Volatility – 3 Years
16.22%
15.46%
Beta – 1 Year
0.89
1.08
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.30
0.15
Sharpe Ratio – 3 Years
0.44
0.34
Worst Rolling Year
11.49%
6.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.06 Cr
Deepest Drawdown
−24.20%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 58% · M 28% · S 8%
Number of Stocks
96
33
Portfolio P/E
27.01
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%