Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.46%
6 Months
6.20%
6.77%
1 Year
9.45%
7.38%
3 Years
11.74%
9.03%
5 Years
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Since Inception
12.77%
10.29%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹223.43 Cr
₹9.69 Cr
Alpha – 1 Year
9.88%
7.73%
Alpha – 3 Years
3.17%
0.04%
Information Ratio – 3 Years
0.40
0.09
Volatility – 1 Year
16.24%
17.08%
Volatility – 3 Years
16.22%
16.18%
Beta – 1 Year
0.89
0.95
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.30
0.20
Sharpe Ratio – 3 Years
0.44
0.33
Worst Rolling Year
11.49%
7.39%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−24.20%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 41% · M 53%
Number of Stocks
96
22
Portfolio P/E
27.01
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –