Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Bonanza Aegis
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
7.97%
6 Months
1.58%
14.27%
1 Year
−4.61%
23.41%
3 Years
—
16.93%
5 Years
—
—
Since Inception
7.74%
22.21%
Fund Age
2 yrs 7 mo
4 yrs 3 mo
AUM
₹33.19 Cr
₹102.02 Cr
Alpha – 1 Year
−7.59%
23.76%
Alpha – 3 Years
—
7.93%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
20.19%
21.94%
Volatility – 3 Years
—
20.42%
Beta – 1 Year
1.12
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.41
0.82
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
16.27%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−19.06%
−27.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 10% · M 8% · S 74%
Number of Stocks
50
61
Portfolio P/E
39.07
51.57
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%
Cash & Cash Equivalent · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%