Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
3.27%
6 Months
1.58%
6.66%
1 Year
−4.61%
7.95%
3 Years
—
14.01%
5 Years
—
12.40%
Since Inception
7.74%
16.07%
Fund Age
2 yrs 7 mo
12 yrs 5 mo
AUM
₹33.19 Cr
₹27.98 Cr
Alpha – 1 Year
−7.59%
3.23%
Alpha – 3 Years
—
1.92%
Information Ratio – 3 Years
—
0.55
Volatility – 1 Year
20.19%
16.42%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
1.12
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-0.41
0.15
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
-4.39%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−19.06%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
—
97.43%
Median Rolling Year
—
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 25% · M 6% · S 37%
Number of Stocks
50
30
Portfolio P/E
39.07
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%