Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Capitalmind - Surge India
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
−2.53%
6 Months
1.58%
2.18%
1 Year
−4.61%
−4.96%
3 Years
—
15.69%
5 Years
—
15.58%
Since Inception
7.74%
10.95%
Fund Age
2 yrs 7 mo
8 yrs 8 mo
AUM
₹33.19 Cr
₹649.19 Cr
Alpha – 1 Year
−7.59%
−4.53%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
20.19%
15.34%
Volatility – 3 Years
—
18.43%
Beta – 1 Year
1.12
0.74
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.41
-0.61
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.10%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−19.06%
−22.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
91.42%
Median Rolling Year
—
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
—
Number of Stocks
50
—
Portfolio P/E
39.07
—
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%
—
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%