Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
6.20%
2.89%
1 Year
9.45%
2.59%
3 Years
11.74%
10.39%
5 Years
—
8.86%
Since Inception
12.77%
11.13%
Fund Age
3 yrs 7 mo
5 yrs 6 mo
AUM
₹223.43 Cr
₹63.54 Cr
Alpha – 1 Year
9.88%
−0.39%
Alpha – 3 Years
3.17%
−1.50%
Information Ratio – 3 Years
0.40
-0.34
Volatility – 1 Year
16.24%
16.68%
Volatility – 3 Years
16.22%
13.79%
Beta – 1 Year
0.89
0.95
Beta – 3 Years
1.02
0.88
Sharpe Ratio – 1 Year
0.30
-0.09
Sharpe Ratio – 3 Years
0.44
0.40
Worst Rolling Year
11.49%
6.98%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−24.20%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 69% · M 25% · S 5%
Number of Stocks
96
40
Portfolio P/E
27.01
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%