Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
6.20%
24.02%
1 Year
9.45%
36.06%
3 Years
11.74%
24.43%
5 Years
—
16.10%
Since Inception
12.77%
15.98%
Fund Age
3 yrs 7 mo
14 yrs 10 mo
AUM
₹223.43 Cr
₹214.08 Cr
Alpha – 1 Year
9.88%
31.34%
Alpha – 3 Years
3.17%
12.34%
Information Ratio – 3 Years
0.40
1.07
Volatility – 1 Year
16.24%
26.85%
Volatility – 3 Years
16.22%
19.70%
Beta – 1 Year
0.89
1.34
Beta – 3 Years
1.02
1.03
Sharpe Ratio – 1 Year
0.30
1.08
Sharpe Ratio – 3 Years
0.44
0.96
Worst Rolling Year
11.49%
-9.81%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−24.20%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
13.89%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 40% · M 33% · S 24%
Number of Stocks
96
31
Portfolio P/E
27.01
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%