Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.32%
6 Months
1.58%
15.18%
1 Year
−4.61%
5.18%
3 Years
—
8.86%
5 Years
—
—
Since Inception
7.74%
14.74%
Fund Age
2 yrs 7 mo
3 yrs 11 mo
AUM
₹33.19 Cr
₹36.85 Cr
Alpha – 1 Year
−7.59%
5.53%
Alpha – 3 Years
—
−0.14%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
20.19%
17.33%
Volatility – 3 Years
—
18.22%
Beta – 1 Year
1.12
0.72
Beta – 3 Years
—
0.66
Sharpe Ratio – 1 Year
-0.41
0.08
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.86%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−19.06%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.26%
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
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%