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Ayan Analytics - Price Bridge Upswing

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Ayan Analytics - Price Bridge Upswing

Ayan Analytics - Price Bridge Upswing

  • Ayan Analytics Pvt Ltd
  • LARGE AND MID CAP
  • 11
    Out of 16*
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Portfolio age 2 years, 2 months
-2.50%
-0.45%
Hurdle Rate** 14.00%
Fixed fee 1.35%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Ayan Analytics Pvt Ltd
  • Manager Rank Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 4
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 11.44%
Profile

PriceBridge (A PMS brand of Ayan Analytics Pvt Ltd) is a new age Portfolio Managers Service (PMS) principled and pioneered on risk adjusted returns with its time cycle based proprietary models. The backbone of our strategies (and our USP) is our in-house proprietary research software that we have built over the span of the last 17 years, which focuses on fundamental screening along with Quantitative Behavioural analysis and TimeMapping.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
PriceBridge Top 100 Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
5 Out of 26
Fixed Fee
No Option
Scheme Return
-1.11%
Benchmark Return
-0.45%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
197.03
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
3 Out of 17
Fixed Fee
1.35%
Scheme Return
-2.50%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
5 Out of 17
Fixed Fee
0.35%
Scheme Return
-3.34%
Benchmark Return
-0.45%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
42.91
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
20 Out of 44
Fixed Fee
No Option
Scheme Return
-7.65%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
PriceBridge Top 100 Equity
1Out of 4
-1.11%
-0.45%
Nifty 50 TRI
LARGE CAP
₹UNDISC. Cr.
Ayan Analytics - Price Bridge Upswing
1Out of 4
-2.50%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
₹197.03 Cr.
Ayan Analytics - PriceBridge Direct MF
1Out of 4
-3.34%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
₹UNDISC. Cr.
PriceBridge Eternal-Long Life
1Out of 4
-7.65%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹42.91 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
197.03 (As on Jan, 2025)
Inception Date
Dec 12, 2022
Min. Investment
₹50 Lac
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
1.35%
Variable Fee
0.65%
Hurdle Rate
14%
Profit Sharing
14% Profit sharing above 14% Hurdle
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Investment Philosophy

Objective

An absolute returns stock strategy that consists of a diversified portfolio of 25-30 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.

Investment Approach

An absolute returns stock strategy that consists of a diversified portfolio of 25-30 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.

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
197.03
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 17
Fixed Fee
1.35%
Scheme Return
-2.50%
Benchmark Return
-0.45%
Maxiom PMS - JEWEL
AUM (₹ Cr)
54.81
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
-1.86%
Benchmark Return
-0.45%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.00%
Scheme Return
-1.88%
Benchmark Return
-3.43%
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
37.43
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 17
Fixed Fee
1.50%
Scheme Return
-2.79%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 17
Fixed Fee
0.35%
Scheme Return
-3.34%
Benchmark Return
-0.45%
Green Lantern - Alpha Fund
AUM (₹ Cr)
48.73
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 17
Fixed Fee
No Option
Scheme Return
-3.52%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Ayan Analytics - Price Bridge Upswing
1Out of 17
-2.50%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
14%
₹197.03 Cr.
Maxiom PMS - JEWEL
1Out of 17
-1.86%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
6% or 10%
₹54.81 Cr.
Care PMS - Large and Midcap Strategy
1Out of 17
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
No option
₹41 Cr.
Sykes and Ray Equities - SRE Shield
1Out of 17
-2.79%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹37.43 Cr.
Ayan Analytics - PriceBridge Direct MF
1Out of 17
-3.34%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
Green Lantern - Alpha Fund
1Out of 17
-3.52%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹48.73 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Ayan Analytics Pvt Ltd
Ayan Analytics Pvt Ltd manages assets worth Rs 289.42 crores. Its current offering of PMS schemes includes 1 Large Cap, 2 Large And Mid Cap, 1 Etf and 1 Small And Mid Cap schemes.

AUM (₹ cr)

289.42 (As on Jan, 2025)

Number of Schemes

5
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
PriceBridge Top 100 Equity
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
5 Out of 26
Fixed Fee
No Option
Strategy Return
-1.11%
Benchmark Return
-0.45%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
₹197.03 Cr.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
3 Out of 17
Fixed Fee
1.35%
Strategy Return
-2.50%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
₹23.67 Cr.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
2 Out of 3
Fixed Fee
1.35%
Strategy Return
-2.92%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
5 Out of 17
Fixed Fee
0.35%
Strategy Return
-3.34%
Benchmark Return
-0.45%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
₹42.91 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
20 Out of 44
Fixed Fee
No Option
Strategy Return
-7.65%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
PriceBridge Top 100 Equity
1Out of 5
-1.11%
-0.45%
Nifty 50 TRI
No Option
LARGE CAP
₹UNDISC. Cr.
Ayan Analytics - Price Bridge Upswing
1Out of 5
-2.50%
-0.45%
Nifty 50 TRI
14%
LARGE AND MID CAP
₹197.03 Cr.
Ayan Analytics - PriceBridge Honeycomb
1Out of 5
-2.92%
-0.45%
Nifty 50 TRI
14%
ETF
₹23.67 Cr.
Ayan Analytics - PriceBridge Direct MF
1Out of 5
-3.34%
-0.45%
Nifty 50 TRI
No Option
LARGE AND MID CAP
₹UNDISC. Cr.
PriceBridge Eternal-Long Life
1Out of 5
-7.65%
-3.43%
S&P BSE 500 TRI
No Option
SMALL AND MID CAP
₹42.91 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Ayan Analytics - Price Bridge Upswing?
The hurdle rate of Ayan Analytics - Price Bridge Upswing is 14%.
What is the fixed fee charged in Ayan Analytics - Price Bridge Upswing ?
The fixed fee charged in Ayan Analytics - Price Bridge Upswing is 1.35%.
What is the variable fee charged in Ayan Analytics - Price Bridge Upswing ?
The variable fee charged in Ayan Analytics - Price Bridge Upswing is 0.65% .
What is the profit sharing in Ayan Analytics - Price Bridge Upswing ?
The profit sharing in Ayan Analytics - Price Bridge Upswing is 14% Profit sharing above 14% Hurdle.
What is the minimum investment in Ayan Analytics - Price Bridge Upswing ?
The minimum investment in Ayan Analytics - Price Bridge Upswing is ₹50 Lac
What type of scheme is Ayan Analytics - Price Bridge Upswing?
Ayan Analytics - Price Bridge Upswing is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Ayan Analytics - Price Bridge Upswing?
The inception date of Ayan Analytics - Price Bridge Upswing is Dec 12, 2022 .
What is the exit load of Ayan Analytics - Price Bridge Upswing?
Exit load is 0%

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