Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
1.99%
6 Months
1.58%
8.53%
1 Year
−4.61%
11.64%
3 Years
—
17.19%
5 Years
—
15.63%
Since Inception
7.74%
16.41%
Fund Age
2 yrs 7 mo
13 yrs 4 mo
AUM
₹33.19 Cr
₹575.07 Cr
Alpha – 1 Year
−7.59%
6.92%
Alpha – 3 Years
—
5.10%
Information Ratio – 3 Years
—
0.78
Volatility – 1 Year
20.19%
17.51%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.12
0.92
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.41
0.42
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
-7.95%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−19.06%
−14.61%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
93.59%
Median Rolling Year
—
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
L 5% · M 31% · S 60%
L 61% · M 15% · S 25%
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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—