Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.29%
6 Months
6.20%
14.68%
1 Year
9.45%
11.65%
3 Years
11.74%
7.09%
5 Years
—
8.41%
Since Inception
12.77%
10.45%
Fund Age
3 yrs 7 mo
10 yrs 5 mo
AUM
₹223.43 Cr
₹24.48 Cr
Alpha – 1 Year
9.88%
12.00%
Alpha – 3 Years
3.17%
−1.90%
Information Ratio – 3 Years
0.40
-0.12
Volatility – 1 Year
16.24%
20.48%
Volatility – 3 Years
16.22%
16.32%
Beta – 1 Year
0.89
1.11
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
0.36
Sharpe Ratio – 3 Years
0.44
0.15
Worst Rolling Year
11.49%
-5.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.95 Cr
Deepest Drawdown
−24.20%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
13.89%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 41% · M 5% · S 35%
Number of Stocks
96
31
Portfolio P/E
27.01
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –