Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
6.20%
−1.47%
1 Year
9.45%
6.66%
3 Years
11.74%
11.29%
5 Years
—
13.68%
Since Inception
12.77%
15.03%
Fund Age
3 yrs 7 mo
5 yrs 7 mo
AUM
₹223.43 Cr
₹138.83 Cr
Alpha – 1 Year
9.88%
7.01%
Alpha – 3 Years
3.17%
2.30%
Information Ratio – 3 Years
0.40
0.23
Volatility – 1 Year
16.24%
16.50%
Volatility – 3 Years
16.22%
16.10%
Beta – 1 Year
0.89
0.93
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.30
0.15
Sharpe Ratio – 3 Years
0.44
0.41
Worst Rolling Year
11.49%
11.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−24.20%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
18
Portfolio P/E
27.01
32.00
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 Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%