Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
0.12%
6 Months
1.58%
7.25%
1 Year
−4.61%
6.76%
3 Years
—
11.27%
5 Years
—
11.24%
Since Inception
7.74%
13.42%
Fund Age
2 yrs 7 mo
5 yrs 6 mo
AUM
₹33.19 Cr
₹440.57 Cr
Alpha – 1 Year
−7.59%
2.04%
Alpha – 3 Years
—
−0.82%
Information Ratio – 3 Years
—
-0.13
Volatility – 1 Year
20.19%
18.95%
Volatility – 3 Years
—
15.52%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
-0.41
0.16
Sharpe Ratio – 3 Years
—
0.43
Worst Rolling Year
—
10.24%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−19.06%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 43% · M 35% · S 19%
Number of Stocks
50
28
Portfolio P/E
39.07
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%