Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Ayan- PriceBridge Samvruddhi
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Ayan- PriceBridge Samvruddhi
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.45%
2.26%
6 Months
1.58%
14.94%
1 Year
−4.61%
8.00%
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
8.49%
Fund Age
2 yrs 7 mo
14 mo
AUM
₹33.19 Cr
₹41.73 Cr
Alpha – 1 Year
−7.59%
5.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
27.44%
Volatility – 3 Years
—
—
Beta – 1 Year
1.12
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.06%
−15.11%
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%
L 2% · M 1% · S 94%
Number of Stocks
50
49
Portfolio P/E
39.07
37.54
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%
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fixed Fee
—
2.05% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%