Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
7.67%
6 Months
6.20%
27.70%
1 Year
9.45%
47.52%
3 Years
11.74%
23.98%
5 Years
—
15.87%
Since Inception
12.77%
18.55%
Fund Age
3 yrs 7 mo
16 yrs 2 mo
AUM
₹223.43 Cr
₹1,022.92 Cr
Alpha – 1 Year
9.88%
42.80%
Alpha – 3 Years
3.17%
11.89%
Information Ratio – 3 Years
0.40
1.12
Volatility – 1 Year
16.24%
28.29%
Volatility – 3 Years
16.22%
20.76%
Beta – 1 Year
0.89
1.36
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.30
1.33
Sharpe Ratio – 3 Years
0.44
0.99
Worst Rolling Year
11.49%
-4.58%
Value at Worst Rolling Year
₹1.11 Cr
₹0.95 Cr
Deepest Drawdown
−24.20%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
13.89%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 22% · M 32% · S 42%
Number of Stocks
96
26
Portfolio P/E
27.01
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%