Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.17%
6 Months
1.58%
19.62%
1 Year
−4.61%
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
7.74%
23.13%
Fund Age
2 yrs 7 mo
6 yrs 7 mo
AUM
₹33.19 Cr
₹2,332.81 Cr
Alpha – 1 Year
−7.59%
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
20.19%
26.11%
Volatility – 3 Years
—
21.82%
Beta – 1 Year
1.12
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.41
0.33
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.06%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 14% · M 33% · S 52%
Number of Stocks
50
33
Portfolio P/E
39.07
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%