Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Envision Capital - India Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
3.39%
6 Months
1.58%
19.31%
1 Year
−4.61%
11.21%
3 Years
—
13.34%
5 Years
—
15.02%
Since Inception
7.74%
17.08%
Fund Age
2 yrs 7 mo
5 yrs 4 mo
AUM
₹33.19 Cr
₹135.65 Cr
Alpha – 1 Year
−7.59%
6.49%
Alpha – 3 Years
—
1.25%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
20.19%
20.71%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.41
0.35
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
12.49%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−19.06%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 18% · M 24% · S 55%
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%