Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Omni Super Invest
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Omni Super Invest
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
−0.18%
6 Months
1.58%
2.67%
1 Year
−4.61%
—
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
2.93%
Fund Age
2 yrs 7 mo
8 mo
AUM
₹33.19 Cr
₹6.97 Cr
Alpha – 1 Year
−7.59%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.12
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 28% · M 13% · S 33%
Number of Stocks
50
43
Portfolio P/E
39.07
11.34
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%
BHARAT Bond ETF - April 2033 · 10.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 4.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.00%
Nippon India ETF Gold BeES · 3.00%
Jindal Stainless Ltd · 2.50%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 43.03%
Construction · 12.50%
Power · 11.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%