Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
3.74%
6 Months
1.58%
1.17%
1 Year
−4.61%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
7.74%
16.58%
Fund Age
2 yrs 7 mo
4 yrs 5 mo
AUM
₹33.19 Cr
₹72.15 Cr
Alpha – 1 Year
−7.59%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.12
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−19.06%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%