Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.42%
6 Months
1.58%
4.79%
1 Year
−4.61%
−0.59%
3 Years
—
11.57%
5 Years
—
13.86%
Since Inception
7.74%
15.96%
Fund Age
2 yrs 7 mo
5 yrs 5 mo
AUM
₹33.19 Cr
₹45.81 Cr
Alpha – 1 Year
−7.59%
−5.31%
Alpha – 3 Years
—
−0.52%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
20.19%
21.96%
Volatility – 3 Years
—
17.35%
Beta – 1 Year
1.12
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.41
-0.16
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−19.06%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 23% · M 4% · S 73%
Number of Stocks
50
16
Portfolio P/E
39.07
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%