Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.75%
6 Months
1.58%
8.17%
1 Year
−4.61%
3.28%
3 Years
—
8.41%
5 Years
—
12.53%
Since Inception
7.74%
11.01%
Fund Age
2 yrs 7 mo
12 yrs 9 mo
AUM
₹33.19 Cr
₹16.57 Cr
Alpha – 1 Year
−7.59%
−1.44%
Alpha – 3 Years
—
−3.68%
Information Ratio – 3 Years
—
-0.32
Volatility – 1 Year
20.19%
20.74%
Volatility – 3 Years
—
17.91%
Beta – 1 Year
1.12
1.13
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
-0.41
0.00
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
-16.89%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−19.06%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
73.60%
Median Rolling Year
—
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 5% · M 31% · S 60%
—
Number of Stocks
50
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%