Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Eklavya Equity
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
−0.98%
6 Months
1.58%
4.93%
1 Year
−4.61%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
4.91%
Fund Age
2 yrs 7 mo
2 yrs 1 mo
AUM
₹33.19 Cr
₹8 Cr
Alpha – 1 Year
−7.59%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.12
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−19.06%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 23% · M 8% · S 36%
Number of Stocks
50
30
Portfolio P/E
39.07
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 2% / 0%