Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.84%
6 Months
6.20%
7.61%
1 Year
9.45%
−0.76%
3 Years
11.74%
11.28%
5 Years
—
9.58%
Since Inception
12.77%
11.67%
Fund Age
3 yrs 7 mo
7 yrs 11 mo
AUM
₹223.43 Cr
₹12.5 Cr
Alpha – 1 Year
9.88%
−3.74%
Alpha – 3 Years
3.17%
−0.61%
Information Ratio – 3 Years
0.40
-0.06
Volatility – 1 Year
16.24%
20.02%
Volatility – 3 Years
16.22%
16.21%
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.02
0.91
Sharpe Ratio – 1 Year
0.30
-0.22
Sharpe Ratio – 3 Years
0.44
0.41
Worst Rolling Year
11.49%
8.66%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−24.20%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 36% · M 30% · S 35%
Number of Stocks
96
15
Portfolio P/E
27.01
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%