Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
0.48%
6 Months
1.58%
0.17%
1 Year
−4.61%
1.53%
3 Years
—
6.30%
5 Years
—
7.16%
Since Inception
7.74%
16.58%
Fund Age
2 yrs 7 mo
6 yrs 6 mo
AUM
₹33.19 Cr
₹182.72 Cr
Alpha – 1 Year
−7.59%
−3.19%
Alpha – 3 Years
—
−5.79%
Information Ratio – 3 Years
—
-1.15
Volatility – 1 Year
20.19%
17.17%
Volatility – 3 Years
—
15.94%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.41
-0.13
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−19.06%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
—
Number of Stocks
50
60
Portfolio P/E
39.07
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%