Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.26%
6 Months
6.20%
4.03%
1 Year
9.45%
0.70%
3 Years
11.74%
10.01%
5 Years
—
8.40%
Since Inception
12.77%
14.84%
Fund Age
3 yrs 7 mo
7 yrs 10 mo
AUM
₹223.43 Cr
₹2,937.84 Cr
Alpha – 1 Year
9.88%
−2.28%
Alpha – 3 Years
3.17%
−1.88%
Information Ratio – 3 Years
0.40
-0.37
Volatility – 1 Year
16.24%
17.90%
Volatility – 3 Years
16.22%
14.65%
Beta – 1 Year
0.89
1.00
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.30
-0.18
Sharpe Ratio – 3 Years
0.44
0.35
Worst Rolling Year
11.49%
7.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−24.20%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 58% · M 15% · S 26%
Number of Stocks
96
71
Portfolio P/E
27.01
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%