Ayan-PriceBridge Upswing
EQUITY LARGE & MID CAP
An absolute returns stock strategy that consists of a diversified portfolio of 20-30 low risk and low beta stocks. A tailor-made portfolio (non model portfolio approach) that aims to consistently generate alpha over the index and deliver maximum returns with minimal risk.
+12.84%
3Y annualised returns
+8.81%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
12 Dec '22
Total AUM
₹213.10Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity81.0%
Cash19.0%
Equity market cap split
Large Cap27.6%
Mid Cap16.3%
Small Cap13.1%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
MGMahesh GowandeFund managerView details
MG
Mahesh Gowande
Fund manager
View details
PMS house
Ayan Analytics Pvt Ltd
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