Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
3.10%
6 Months
1.58%
2.75%
1 Year
−4.61%
19.54%
3 Years
—
16.88%
5 Years
—
17.69%
Since Inception
7.74%
15.84%
Fund Age
2 yrs 7 mo
8 yrs
AUM
₹33.19 Cr
₹335.72 Cr
Alpha – 1 Year
−7.59%
19.89%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.91
Volatility – 1 Year
20.19%
22.09%
Volatility – 3 Years
—
17.60%
Beta – 1 Year
1.12
1.28
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.41
0.68
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−19.06%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 57% · M 6% · S 37%
Number of Stocks
50
192
Portfolio P/E
39.07
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%