Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.45%
−0.25%
6 Months
1.58%
3.36%
1 Year
−4.61%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
7.74%
10.42%
Fund Age
2 yrs 7 mo
16 yrs 11 mo
AUM
₹33.19 Cr
₹257.93 Cr
Alpha – 1 Year
−7.59%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
20.19%
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
1.12
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
-0.41
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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)
—
0% / 0% / 0%