Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORINCOME PMS vs Ayan-PriceBridge Eternal-Long Life
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORINCOME PMS
Ayan-PriceBridge Eternal-Long Life
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 6.8%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.10%
0.45%
6 Months
−0.94%
1.58%
1 Year
9.87%
−4.61%
3 Years
—
—
5 Years
—
—
Since Inception
5.98%
7.74%
Fund Age
1 yr 10 mo
2 yrs 7 mo
AUM
₹18.36 Cr
₹33.19 Cr
Alpha – 1 Year
3.02%
−7.59%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
6.77%
20.19%
Volatility – 3 Years
—
—
Beta – 1 Year
0.61
1.12
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.65
-0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−90.18%
−19.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 5% · M 31% · S 60%
Number of Stocks
—
50
Portfolio P/E
—
39.07
Top 5 Holdings
—
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
Top Sectors
—
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—