Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
JM Financial - India Resurgent
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.15%
6 Months
1.58%
18.21%
1 Year
−4.61%
19.11%
3 Years
—
23.58%
5 Years
—
18.40%
Since Inception
7.74%
13.93%
Fund Age
2 yrs 7 mo
11 yrs 4 mo
AUM
₹33.19 Cr
₹13.37 Cr
Alpha – 1 Year
−7.59%
16.13%
Alpha – 3 Years
—
11.69%
Information Ratio – 3 Years
—
1.24
Volatility – 1 Year
20.19%
18.18%
Volatility – 3 Years
—
17.99%
Beta – 1 Year
1.12
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
-0.41
0.75
Sharpe Ratio – 3 Years
—
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.06%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 27% · M 15% · S 55%
Number of Stocks
50
32
Portfolio P/E
39.07
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%