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Ayan Analytics - Price Bridge Upswing
Ayan Analytics - Price Bridge Upswing

Ayan Analytics - Price Bridge Upswing

  • Ayan Analytics Pvt Ltd
  • Mid AND Large Cap
  • 8
    Out of 14*
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PMS Bazaar
Portfolio age3 years, 8 months
0.67%
2.63%
Hurdle Rate**14.00%
Fixed fee1.35%
Min. Investment₹50 Lacs
*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 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (16.15%)
Allocation by Market Cap
Small Cap (20.78%)
Mid Cap (22.03%)
Large Cap (39.49%)
Sector Holdings
  • Healthcare17.86%
  • Financial Services16.79%
  • Automobile and Auto Components8.76%
  • Capital Goods8.67%
  • Oil, Gas & Consumable Fuels6.8%
Stock Holdings
  • Cash & Cash Equivalents16.15%
  • Aurobindo Pharma Ltd.4.27%
  • Bosch Ltd3.86%
  • NMDC Ltd3.6%
  • Max Healthcare Institute Limited3.6%

PORTFOLIO MANAGERS

Mahesh Gowande
  • Manager Rank8 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed8
  • Total AUM410.8
  • Highest Return In 1 Yr16.8%
Profile

Mahesh Gowande has over 2 decades of experience in Time Cycle influence, Responsive Behavior Analysis of events & capital markets Built proprietary Data Analytics softwares.

Other Schemes
  • table
  • Grid
Compare
PriceBridge Samvruddhi
AUM (₹ Cr)
₹41.73 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
88 Out of 284
Fixed Fee
2.05%
Scheme Return
2.26%
Benchmark Return
2.19%
PriceBridge Top 100 Equity
AUM (₹ Cr)
₹15.34 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 30
Fixed Fee
0.90%
Scheme Return
2.12%
Benchmark Return
2.36%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
₹19.19 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mutual Fund
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
1.86%
Benchmark Return
2.36%
Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
₹61.98 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
2 Out of 4
Fixed Fee
2.50%
Scheme Return
1.2%
Benchmark Return
2.36%
PriceBridge TM Select Stocks
AUM (₹ Cr)
₹13.30 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
20 Out of 45
Fixed Fee
2.50%
Scheme Return
1.1%
Benchmark Return
2.19%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
₹223.43 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
14 Out of 23
Fixed Fee
1.35%
Scheme Return
0.67%
Benchmark Return
2.63%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
₹33.19 Cr
Hurdle Rate
17.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
36 Out of 62
Fixed Fee
No Option
Scheme Return
0.45%
Benchmark Return
2.19%
PriceBridge Crescendo
AUM (₹ Cr)
₹2.64 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
186 Out of 284
Fixed Fee
2.00%
Scheme Return
0.44%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
223.43
(As on Jul, 2026)
Inception Date
Dec 12, 2022
Min. Investment
₹50 Lacs
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
14.00%
Profit Sharing
14% Profit sharing above 14% Hurdle
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INVESTMENT PHILOSOPHY

Objective

A tailor-made portfolio (non-model portfolio approach) that aims to consistently generate alpha over the index and deliver optimal returns with minimal risk

Investment Approach

An absolute returns stock strategy that consists of a diversified portfolio of 25-30 momentum yet low-risk stocks.

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PEER ANALYSIS

  • table
  • Grid
Compare
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
₹223.43 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category Rank
14 Out of 23
Fixed Fee
1.35%
Scheme Return
0.67%
Benchmark Return
2.63%
Concept Investwell - Dynamic
AUM (₹ Cr)
₹3.45 Cr
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.25%
Scheme Return
5.38%
Benchmark Return
2.19%
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
₹32.80 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 23
Fixed Fee
1.50%
Scheme Return
3.43%
Benchmark Return
2.36%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹56.90 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.00%
Scheme Return
3.1%
Benchmark Return
2.19%
Incred Active Momentum Strategy
AUM (₹ Cr)
₹15.20 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.50%
Scheme Return
2.7%
Benchmark Return
2.2%
Growth Fund
AUM (₹ Cr)
₹27.97 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
2.50%
Scheme Return
2.52%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Ayan Analytics Pvt Ltd
Ayan Analytics Pvt Ltd manages assets worth Rs 427.61 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Large Cap, 1 Mutual Fund, 1 Etf, 2 Multi Asset, 1 Mid And Large Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

427.61 (As on Jun, 2026)

Number of Schemes

9
Schemes From This AMC
  • table
  • Grid
Compare
PriceBridge Samvruddhi
AUM (₹ Cr)
₹41.73 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
88 Out of 284
Fixed Fee
2.05%
Scheme Return
2.26%
Benchmark Return
2.19%
PriceBridge Top 100 Equity
AUM (₹ Cr)
₹15.34 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 30
Fixed Fee
0.90%
Scheme Return
2.12%
Benchmark Return
2.36%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
₹19.19 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mutual Fund
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
1.86%
Benchmark Return
2.36%
Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
₹61.98 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
2 Out of 4
Fixed Fee
2.50%
Scheme Return
1.2%
Benchmark Return
2.36%
PriceBridge TM Select Stocks
AUM (₹ Cr)
₹13.30 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
20 Out of 45
Fixed Fee
2.50%
Scheme Return
1.1%
Benchmark Return
2.19%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
₹223.43 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
14 Out of 23
Fixed Fee
1.35%
Scheme Return
0.67%
Benchmark Return
2.63%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
₹33.19 Cr
Hurdle Rate
17.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
36 Out of 62
Fixed Fee
No Option
Scheme Return
0.45%
Benchmark Return
2.19%
PriceBridge Crescendo
AUM (₹ Cr)
₹2.64 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
186 Out of 284
Fixed Fee
2.00%
Scheme Return
0.44%
Benchmark Return
2.36%
PriceBridge Honeycomb Model
AUM (₹ Cr)
₹3.56 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
35 Out of 45
Fixed Fee
2.50%
Scheme Return
0.3%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Ayan Analytics - Price Bridge Upswing?
The hurdle rate of Ayan Analytics - Price Bridge Upswing is 14.00%.
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 Lacs
What type of scheme is Ayan Analytics - Price Bridge Upswing?
Ayan Analytics - Price Bridge Upswing is an Equity scheme. It falls in the Mid AND Large 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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