- Manager
- Ayan Analytics
- Service
- Discretionary
- Asset class
- Equity
PriceBridge Upswing
+5.87%
1-year return
Benchmark NIFTY50(TRI) −7.09% · to 30 Sep 2026
Ayan Analytics’ PriceBridge Upswing returned 5.87% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50(TRI). It managed ₹208 crore across its clients.
Key numbers
- AUM
- ₹208 Cr
- Benchmark
- NIFTY50(TRI)
- Turnover, past year
- 2.57×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50(TRI) | Difference |
|---|---|---|---|
| 1 month | −5.08% | −6.03% | +0.95% |
| 3 months | −2.75% | −4.91% | +2.16% |
| 6 months | +11.24% | +2.13% | +9.11% |
| 1 year | +5.87% | −7.09% | +12.96% |
| 2 years | −2.76% | −5.29% | +2.53% |
| 3 years | +9.59% | +6.06% | +3.53% |
| Since inception | +11.16% | +6.66% | +4.50% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity86.88%₹181 Cr
- Cash and other13.12%₹27.33 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.16 Cr
- Outflow, Sep 2026
- ₹3.87 Cr
- Net, Sep 2026
- −₹3.70 Cr
- Net, FY to date
- −₹11.21 Cr
- Turnover, month
- 0.25×
- Turnover, past year
- 2.57×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has PriceBridge Upswing returned?
5.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.08%; 3 months: −2.75%; 6 months: 11.24%; 1 year: 5.87%; 2 years: −2.76%; 3 years: 9.59%; Since inception: 11.16%.
How has it done against its benchmark?
Its benchmark, the NIFTY50(TRI), returned −7.09% over the year, so the strategy was 12.96 percentage points ahead.
How much does PriceBridge Upswing manage?
₹208 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages PriceBridge Upswing?
Ayan Analytics, a SEBI-registered portfolio manager (INP000007614), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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