Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
6.20%
13.10%
1 Year
9.45%
18.11%
3 Years
11.74%
14.56%
5 Years
—
8.71%
Since Inception
12.77%
13.67%
Fund Age
3 yrs 7 mo
11 yrs 2 mo
AUM
₹223.43 Cr
₹138.06 Cr
Alpha – 1 Year
9.88%
18.46%
Alpha – 3 Years
3.17%
5.57%
Information Ratio – 3 Years
0.40
0.62
Volatility – 1 Year
16.24%
22.83%
Volatility – 3 Years
16.22%
16.72%
Beta – 1 Year
0.89
1.29
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
0.61
Sharpe Ratio – 3 Years
0.44
0.55
Worst Rolling Year
11.49%
-8.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−24.20%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
13.89%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 38% · M 14% · S 45%
Number of Stocks
96
18
Portfolio P/E
27.01
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%