Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
SVAN Velocity
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%
3.40%
6 Months
6.20%
21.77%
1 Year
9.45%
16.05%
3 Years
11.74%
23.24%
5 Years
—
—
Since Inception
12.77%
24.82%
Fund Age
3 yrs 7 mo
3 yrs 1 mo
AUM
₹223.43 Cr
₹415.03 Cr
Alpha – 1 Year
9.88%
11.33%
Alpha – 3 Years
3.17%
11.15%
Information Ratio – 3 Years
0.40
0.72
Volatility – 1 Year
16.24%
25.50%
Volatility – 3 Years
16.22%
24.35%
Beta – 1 Year
0.89
1.34
Beta – 3 Years
1.02
1.27
Sharpe Ratio – 1 Year
0.30
0.50
Sharpe Ratio – 3 Years
0.44
0.77
Worst Rolling Year
11.49%
23.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.23 Cr
Deepest Drawdown
−24.20%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
M 2% · S 95%
Number of Stocks
96
—
Portfolio P/E
27.01
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –