Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
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%
1.52%
6 Months
1.58%
17.08%
1 Year
−4.61%
3.81%
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
7.25%
Fund Age
2 yrs 7 mo
2 yrs 4 mo
AUM
₹33.19 Cr
₹129.96 Cr
Alpha – 1 Year
−7.59%
−0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
22.22%
Volatility – 3 Years
—
—
Beta – 1 Year
1.12
1.11
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
0.03
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%
—
Number of Stocks
50
33
Portfolio P/E
39.07
36.26
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%
—
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%