Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
ValPro Alpha A
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%
0.73%
6 Months
6.20%
20.81%
1 Year
9.45%
18.30%
3 Years
11.74%
17.96%
5 Years
—
12.95%
Since Inception
12.77%
15.75%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹223.43 Cr
₹193.44 Cr
Alpha – 1 Year
9.88%
19.72%
Alpha – 3 Years
3.17%
10.22%
Information Ratio – 3 Years
0.40
1.02
Volatility – 1 Year
16.24%
26.31%
Volatility – 3 Years
16.22%
19.93%
Beta – 1 Year
0.89
1.42
Beta – 3 Years
1.02
1.19
Sharpe Ratio – 1 Year
0.30
0.55
Sharpe Ratio – 3 Years
0.44
0.67
Worst Rolling Year
11.49%
8.87%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−24.20%
−19.69%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 31% · M 8% · S 35%
Number of Stocks
96
112
Portfolio P/E
27.01
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%