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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
  • 14
    Out of 17*
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Portfolio age2 years, 11 months
1.21%
4.62%
Hurdle Rate**14%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (43.06%)
Allocation by Market Cap
Small Cap (13.09%)
Mid Cap (16.26%)
Large Cap (27.59%)
Sector Holdings
  • Financial Services8.75%
  • Capital Goods7.55%
  • Automobile and Auto Components7.19%
  • Oil, Gas & Consumable Fuels6.09%
  • Chemicals5.49%
Stock Holdings
  • Cash & Cash Equivalents43.06%
  • Havells India Limited3.94%
  • Schaeffler India Limited3.71%
  • Amara Raja Energy & Mobility Limited3.48%
  • Oil And Natural Gas Corporation Ltd3.05%

bt_logoPORTFOLIO MANAGERS

Mahesh Gowande
  • Manager Rank Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.99%
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
Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
3 Out of 3
Fixed Fee
0.90%
Scheme Return
4.17%
Benchmark Return
4.62%
PriceBridge Samvruddhi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
166 Out of 251
Fixed Fee
2.05%
Scheme Return
3.06%
Benchmark Return
4.27%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
UNDISC.
Hurdle Rate
17%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
43 Out of 53
Fixed Fee
No Option
Scheme Return
2.13%
Benchmark Return
4.27%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
17 Out of 20
Fixed Fee
1.35%
Scheme Return
1.21%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
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

bt_logoFEE STRUCTURE

Fixed Fee
1.35%
Variable Fee
0.65%
Hurdle Rate
14%
Profit Sharing
14% Profit sharing above 14% Hurdle
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bt_logoINVESTMENT 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.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
17 Out of 20
Fixed Fee
1.35%
Scheme Return
1.21%
Benchmark Return
4.62%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Growth Fund
AUM (₹ Cr)
₹21.14 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
4.36%
Benchmark Return
4.27%
Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
4.12%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ayan Analytics Pvt Ltd
Ayan Analytics Pvt Ltd manages assets worth Rs 336.16 crores. Its current offering of PMS schemes includes 1 Etf, 1 Mutual Fund, 1 Large Cap, 1 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

336.16 (As on Oct, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
3 Out of 3
Fixed Fee
0.90%
Scheme Return
4.17%
Benchmark Return
4.62%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mutual Fund
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
3.78%
Benchmark Return
4.62%
PriceBridge Top 100 Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 28
Fixed Fee
No Option
Scheme Return
3.68%
Benchmark Return
4.62%
PriceBridge Samvruddhi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
166 Out of 251
Fixed Fee
2.05%
Scheme Return
3.06%
Benchmark Return
4.27%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
UNDISC.
Hurdle Rate
17%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
43 Out of 53
Fixed Fee
No Option
Scheme Return
2.13%
Benchmark Return
4.27%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
17 Out of 20
Fixed Fee
1.35%
Scheme Return
1.21%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ'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 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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