Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Buoyant - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
1.73%
6 Months
1.58%
2.87%
1 Year
−4.61%
8.13%
3 Years
—
16.18%
5 Years
—
18.39%
Since Inception
7.74%
20.76%
Fund Age
2 yrs 7 mo
10 yrs
AUM
₹33.19 Cr
₹12,257.23 Cr
Alpha – 1 Year
−7.59%
5.15%
Alpha – 3 Years
—
4.29%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
20.19%
17.45%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
1.12
0.98
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.41
0.22
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-5.58%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−19.06%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
87.09%
Median Rolling Year
—
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 55% · M 21% · S 12%
Number of Stocks
50
40
Portfolio P/E
39.07
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%