Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Bonanza - Value
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
6.51%
6 Months
1.58%
14.93%
1 Year
−4.61%
16.79%
3 Years
—
13.85%
5 Years
—
12.48%
Since Inception
7.74%
18.86%
Fund Age
2 yrs 7 mo
14 yrs 11 mo
AUM
₹33.19 Cr
₹32.99 Cr
Alpha – 1 Year
−7.59%
17.14%
Alpha – 3 Years
—
4.85%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
20.19%
17.36%
Volatility – 3 Years
—
20.03%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.41
0.67
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
-8.60%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−19.06%
−30.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.13%
Median Rolling Year
—
18.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 22% · M 16% · S 61%
Number of Stocks
50
69
Portfolio P/E
39.07
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%