Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
0.44%
6 Months
6.20%
24.87%
1 Year
9.45%
7.81%
3 Years
11.74%
29.92%
5 Years
—
26.50%
Since Inception
12.77%
23.67%
Fund Age
3 yrs 7 mo
5 yrs 9 mo
AUM
₹223.43 Cr
₹607.62 Cr
Alpha – 1 Year
9.88%
3.09%
Alpha – 3 Years
3.17%
17.83%
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
37.31%
Volatility – 3 Years
16.22%
29.20%
Beta – 1 Year
0.89
1.91
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.22
Sharpe Ratio – 3 Years
0.44
2.38
Worst Rolling Year
11.49%
7.15%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−24.20%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
36.18%
5-Year Rolling Windows Positive
—
100.00%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%