PMS · Equity · Large & Mid Cap
Ayan-PriceBridge Upswing
Fund size₹223 Cr
Alpha (3Y)3.26%
3Y return11.74%
Fund age3 yrs 7 mo
Fund Manager
Growth of₹Cr
Ayan PriceBridge Upswing
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ayan PriceBridge Upswing | 5.25% | 9.45% | −1.42% | 11.74% | — | 12.77% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | — | 9.17% |
| Excess over benchmark | 11.18% | 9.88% | −1.48% | 3.17% | — | 3.60% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
16.22%
Benchmark approx 13.30%
A standard deviation reflecting historical swings.
Sensitivity
1.02
Beta vs benchmark 1.00 · 2% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.44
Sharpe
Excess return gained per unit of volatility.
Capture ratio
110 / 92
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −24.20% from its 30 Jul 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−24.20%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Jul 2024 | 28 Feb 2025 | −24.20% | 213 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak30 Jul 2024
Trough28 Feb 2025
Depth−24.20%
Fell over213 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
96
P/E ratio
27.01
P/B ratio
3.51
Dividend yield
0.52%
Avg market cap
₹1.78 L Cr
Median market cap
₹1.10 L Cr
Asset class
Equity
Market cap
Large cap45.13%
Mid cap31.04%
Small cap19.32%
Cash & others4.51%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 19.00% gross return.
FixedPlan A · SimpleFixed Management Fee1.35% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee0.65% / yr
Performance Fee14% of profit
Hurdle RateAbove 14%
No exit load. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.