Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
1.73%
6 Months
1.58%
9.02%
1 Year
−4.61%
1.62%
3 Years
—
4.68%
5 Years
—
—
Since Inception
7.74%
5.77%
Fund Age
2 yrs 7 mo
4 yrs 7 mo
AUM
₹33.19 Cr
₹13.09 Cr
Alpha – 1 Year
−7.59%
−3.10%
Alpha – 3 Years
—
−7.41%
Information Ratio – 3 Years
—
-1.02
Volatility – 1 Year
20.19%
18.69%
Volatility – 3 Years
—
17.05%
Beta – 1 Year
1.12
0.99
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.41
-0.11
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
2.83%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−19.06%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 33% · M 17% · S 45%
Number of Stocks
50
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—