Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.88%
6 Months
1.58%
21.32%
1 Year
−4.61%
24.13%
3 Years
—
24.49%
5 Years
—
—
Since Inception
7.74%
27.33%
Fund Age
2 yrs 7 mo
4 yrs 10 mo
AUM
₹33.19 Cr
₹3,911.89 Cr
Alpha – 1 Year
−7.59%
19.41%
Alpha – 3 Years
—
12.41%
Information Ratio – 3 Years
—
1.08
Volatility – 1 Year
20.19%
23.48%
Volatility – 3 Years
—
21.23%
Beta – 1 Year
1.12
1.26
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
-0.41
0.81
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
22.93%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−19.06%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.10%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 5% · M 31% · S 60%
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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%
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Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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