Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.45%
5.27%
6 Months
1.58%
15.28%
1 Year
−4.61%
11.46%
3 Years
—
12.93%
5 Years
—
14.25%
Since Inception
7.74%
20.43%
Fund Age
2 yrs 7 mo
8 yrs 1 mo
AUM
₹33.19 Cr
₹7.34 Cr
Alpha – 1 Year
−7.59%
11.81%
Alpha – 3 Years
—
3.93%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
20.19%
25.10%
Volatility – 3 Years
—
27.35%
Beta – 1 Year
1.12
1.24
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.41
0.33
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
12.27%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−19.06%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 8% · M 5% · S 83%
Number of Stocks
50
33
Portfolio P/E
39.07
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%