Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
3.08%
6 Months
1.58%
9.19%
1 Year
−4.61%
9.02%
3 Years
—
14.71%
5 Years
—
10.31%
Since Inception
7.74%
14.95%
Fund Age
2 yrs 7 mo
7 yrs 10 mo
AUM
₹33.19 Cr
₹42.73 Cr
Alpha – 1 Year
−7.59%
4.30%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
20.19%
17.52%
Volatility – 3 Years
—
14.89%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
-0.41
0.26
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
8.19%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−19.06%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 18% · M 16% · S 37%
Number of Stocks
50
30
Portfolio P/E
39.07
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%