Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.93%
6 Months
6.20%
25.32%
1 Year
9.45%
18.21%
3 Years
11.74%
32.70%
5 Years
—
23.63%
Since Inception
12.77%
28.38%
Fund Age
3 yrs 7 mo
7 yrs 10 mo
AUM
₹223.43 Cr
₹8,686.39 Cr
Alpha – 1 Year
9.88%
13.49%
Alpha – 3 Years
3.17%
20.61%
Information Ratio – 3 Years
0.40
1.92
Volatility – 1 Year
16.24%
22.97%
Volatility – 3 Years
16.22%
19.40%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.30
0.61
Sharpe Ratio – 3 Years
0.44
1.30
Worst Rolling Year
11.49%
17.00%
Value at Worst Rolling Year
₹1.11 Cr
₹1.17 Cr
Deepest Drawdown
−24.20%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 37% · M 30% · S 25%
Number of Stocks
96
43
Portfolio P/E
27.01
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%