Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs IDPL Wealthy Nivesh Multi-Asset PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
IDPL Wealthy Nivesh Multi-Asset PMS
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
6.88%
6 Months
1.58%
—
1 Year
−4.61%
—
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
−0.16%
Fund Age
2 yrs 7 mo
5 mo
AUM
₹33.19 Cr
₹7.04 Cr
Alpha – 1 Year
−7.59%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.12
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 38% · M 29% · S 25%
Number of Stocks
50
7
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%
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –