Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.85%
6 Months
1.58%
22.81%
1 Year
−4.61%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
7.74%
24.49%
Fund Age
2 yrs 7 mo
3 yrs 3 mo
AUM
₹33.19 Cr
₹446.96 Cr
Alpha – 1 Year
−7.59%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
20.19%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.41
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−19.06%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 19% · S 80%
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%
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Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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