Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
0.67%
6 Months
1.58%
1.38%
1 Year
−4.61%
7.78%
3 Years
—
12.37%
5 Years
—
10.07%
Since Inception
7.74%
13.18%
Fund Age
2 yrs 7 mo
6 yrs 8 mo
AUM
₹33.19 Cr
₹1.13 Cr
Alpha – 1 Year
−7.59%
8.13%
Alpha – 3 Years
—
3.37%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
20.19%
17.12%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
1.12
0.93
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
-0.41
0.21
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
10.01%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−19.06%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 34% · M 14% · S 34%
Number of Stocks
50
43
Portfolio P/E
39.07
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%