Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Ckredence-Diversified Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
5.36%
6 Months
1.58%
17.83%
1 Year
−4.61%
22.60%
3 Years
—
18.89%
5 Years
—
16.73%
Since Inception
7.74%
18.63%
Fund Age
2 yrs 7 mo
5 yrs 2 mo
AUM
₹33.19 Cr
₹146.97 Cr
Alpha – 1 Year
−7.59%
17.88%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
0.75
Volatility – 1 Year
20.19%
20.18%
Volatility – 3 Years
—
16.94%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
-0.41
0.85
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
15.50%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−19.06%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 20% · M 19% · S 58%
Number of Stocks
50
32
Portfolio P/E
39.07
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%