Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs ICICI Prudential - ACE Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
ICICI Prudential - ACE Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
1.50%
6 Months
1.58%
6.39%
1 Year
−4.61%
8.34%
3 Years
—
20.57%
5 Years
—
14.25%
Since Inception
7.74%
14.53%
Fund Age
2 yrs 7 mo
15 yrs 8 mo
AUM
₹33.19 Cr
₹1,471.29 Cr
Alpha – 1 Year
−7.59%
3.62%
Alpha – 3 Years
—
8.48%
Information Ratio – 3 Years
—
1.81
Volatility – 1 Year
20.19%
17.64%
Volatility – 3 Years
—
15.55%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.41
0.24
Sharpe Ratio – 3 Years
—
0.95
Worst Rolling Year
—
-7.80%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−19.06%
−18.41%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
—
94.89%
Median Rolling Year
—
19.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 49% · M 16% · S 33%
Number of Stocks
50
33
Portfolio P/E
39.07
29.89
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%
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%