Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Ayan-PriceBridge Eternal-Long Life
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Ayan-PriceBridge Eternal-Long Life
Return for the risk
1 yr return
-10%
-5%
0%
5%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.84%
0.45%
6 Months
−7.36%
1.58%
1 Year
−4.21%
−4.61%
3 Years
—
—
5 Years
—
—
Since Inception
−4.18%
7.74%
Fund Age
12 mo
2 yrs 7 mo
AUM
₹139.3 Cr
₹33.19 Cr
Alpha – 1 Year
−3.78%
−7.59%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.33%
20.19%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.12
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
-0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 5% · M 31% · S 60%
Number of Stocks
15
50
Portfolio P/E
28.49
39.07
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—