Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
6.20%
31.10%
1 Year
9.45%
52.47%
3 Years
11.74%
17.74%
5 Years
—
16.38%
Since Inception
12.77%
15.58%
Fund Age
3 yrs 7 mo
16 yrs 9 mo
AUM
₹223.43 Cr
₹132.42 Cr
Alpha – 1 Year
9.88%
47.75%
Alpha – 3 Years
3.17%
5.65%
Information Ratio – 3 Years
0.40
0.46
Volatility – 1 Year
16.24%
26.74%
Volatility – 3 Years
16.22%
21.32%
Beta – 1 Year
0.89
1.30
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
0.30
1.52
Sharpe Ratio – 3 Years
0.44
0.68
Worst Rolling Year
11.49%
-15.93%
Value at Worst Rolling Year
₹1.11 Cr
₹0.84 Cr
Deepest Drawdown
−24.20%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
13.89%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 45% · M 31% · S 19%
M 9% · S 83%
Number of Stocks
96
26
Portfolio P/E
27.01
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%