Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
8.72%
6 Months
6.20%
28.59%
1 Year
9.45%
28.02%
3 Years
11.74%
18.67%
5 Years
—
17.18%
Since Inception
12.77%
20.03%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹223.43 Cr
₹221.27 Cr
Alpha – 1 Year
9.88%
28.37%
Alpha – 3 Years
3.17%
9.68%
Information Ratio – 3 Years
0.40
0.87
Volatility – 1 Year
16.24%
22.32%
Volatility – 3 Years
16.22%
17.88%
Beta – 1 Year
0.89
1.03
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.30
0.99
Sharpe Ratio – 3 Years
0.44
0.81
Worst Rolling Year
11.49%
13.69%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−24.20%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 19% · M 4% · S 74%
Number of Stocks
96
29
Portfolio P/E
27.01
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –