Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Emkay Investments - ENVI
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
5.18%
6 Months
1.58%
19.69%
1 Year
−4.61%
25.97%
3 Years
—
17.02%
5 Years
—
—
Since Inception
7.74%
24.02%
Fund Age
2 yrs 7 mo
4 yrs 2 mo
AUM
₹33.19 Cr
₹101.01 Cr
Alpha – 1 Year
−7.59%
21.25%
Alpha – 3 Years
—
4.93%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.19%
21.63%
Volatility – 3 Years
—
19.42%
Beta – 1 Year
1.12
1.10
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-0.41
0.93
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
16.82%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−19.06%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 26% · M 14% · S 51%
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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)
—
—