Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
White Whale - North Star 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%
1.86%
6 Months
6.20%
12.33%
1 Year
9.45%
4.88%
3 Years
11.74%
11.50%
5 Years
—
8.05%
Since Inception
12.77%
12.28%
Fund Age
3 yrs 7 mo
5 yrs 9 mo
AUM
₹223.43 Cr
₹65.79 Cr
Alpha – 1 Year
9.88%
5.23%
Alpha – 3 Years
3.17%
2.50%
Information Ratio – 3 Years
0.40
0.20
Volatility – 1 Year
16.24%
22.05%
Volatility – 3 Years
16.22%
16.19%
Beta – 1 Year
0.89
1.25
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.30
0.08
Sharpe Ratio – 3 Years
0.44
0.38
Worst Rolling Year
11.49%
2.51%
Value at Worst Rolling Year
₹1.11 Cr
₹1.03 Cr
Deepest Drawdown
−24.20%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 46% · M 9% · S 40%
Number of Stocks
96
16
Portfolio P/E
27.01
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%