Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
−0.59%
6 Months
1.58%
18.29%
1 Year
−4.61%
5.81%
3 Years
—
7.48%
5 Years
—
14.52%
Since Inception
7.74%
24.60%
Fund Age
2 yrs 7 mo
13 yrs 8 mo
AUM
₹33.19 Cr
₹708.2 Cr
Alpha – 1 Year
−7.59%
1.09%
Alpha – 3 Years
—
−4.61%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
20.19%
29.19%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.12
1.53
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.41
0.14
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−19.06%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
85.17%
Median Rolling Year
—
23.06%
5-Year Rolling Windows Positive
—
96.19%
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%