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Ayan-PriceBridge Eternal-Long Life vs FIRST--Conservative strategy

Ayan-PriceBridge Eternal-Long Life

FIRST--Conservative strategy

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Growth of ₹1 Crore

Ayan-PriceBridge Eternal-Long Life

FIRST--Conservative strategy

Return for the risk

1 yr return

-10%

-5%

10%

15%

Nifty 500 · 3%

Ayan-PriceBridge Eternal-Long Life

-4.6% • vol 20.2%

FIRST--Conservative strategy

7.9% • vol 1%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.45%

0.40%

6 Months

1.58%

3.69%

1 Year

−4.61%

7.91%

3 Years

—

5 Years

—

Since Inception

7.74%

8.72%

Fund Age

2 yrs 7 mo

2 yrs 2 mo

AUM

₹33.19 Cr

₹14.07 Cr

Alpha – 1 Year

−7.59%

2.71%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

20.19%

1.00%

Volatility – 3 Years

—

Beta – 1 Year

1.12

0.34

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.41

2.29

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−19.06%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 5% · M 31% · S 60%

—

Number of Stocks

—

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%

—

Top Sectors

Capital Goods · 21.89%

Healthcare · 14.02%

Chemicals · 12.76%

—

Fixed Fee

—

0.75% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / – / –

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