Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
1.00%
6 Months
1.58%
7.03%
1 Year
−4.61%
8.97%
3 Years
—
12.56%
5 Years
—
10.89%
Since Inception
7.74%
15.48%
Fund Age
2 yrs 7 mo
7 yrs
AUM
₹33.19 Cr
₹3.36 Cr
Alpha – 1 Year
−7.59%
9.32%
Alpha – 3 Years
—
3.56%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
20.19%
8.58%
Volatility – 3 Years
—
12.10%
Beta – 1 Year
1.12
0.48
Beta – 3 Years
—
0.78
Sharpe Ratio – 1 Year
-0.41
0.43
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
9.53%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−19.06%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.23%
5-Year Rolling Windows Positive
—
100.00%
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)
—
1% / 0% / 0%