Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Sundaram Alternate - SISOP
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%
5.72%
6 Months
6.20%
23.48%
1 Year
9.45%
38.68%
3 Years
11.74%
26.01%
5 Years
—
16.58%
Since Inception
12.77%
18.98%
Fund Age
3 yrs 7 mo
16 yrs 6 mo
AUM
₹223.43 Cr
₹1,885.18 Cr
Alpha – 1 Year
9.88%
33.96%
Alpha – 3 Years
3.17%
13.92%
Information Ratio – 3 Years
0.40
1.27
Volatility – 1 Year
16.24%
28.06%
Volatility – 3 Years
16.22%
20.41%
Beta – 1 Year
0.89
1.39
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.30
1.12
Sharpe Ratio – 3 Years
0.44
1.06
Worst Rolling Year
11.49%
-4.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−24.20%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
13.89%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 45% · M 31% · S 19%
L 40% · M 32% · S 24%
Number of Stocks
96
28
Portfolio P/E
27.01
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%