Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Valentis Advisors - Rising Star
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
1.72%
6 Months
6.20%
21.92%
1 Year
9.45%
13.71%
3 Years
11.74%
12.32%
5 Years
—
14.28%
Since Inception
12.77%
17.32%
Fund Age
3 yrs 7 mo
10 yrs
AUM
₹223.43 Cr
₹1,140.87 Cr
Alpha – 1 Year
9.88%
10.73%
Alpha – 3 Years
3.17%
0.43%
Information Ratio – 3 Years
0.40
0.05
Volatility – 1 Year
16.24%
27.06%
Volatility – 3 Years
16.22%
23.47%
Beta – 1 Year
0.89
1.37
Beta – 3 Years
1.02
1.21
Sharpe Ratio – 1 Year
0.30
0.39
Sharpe Ratio – 3 Years
0.44
0.38
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 45% · M 31% · S 19%
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%