Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Oro-alpha compounders
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.98%
6 Months
1.58%
−0.13%
1 Year
−4.61%
−2.80%
3 Years
—
13.20%
5 Years
—
—
Since Inception
7.74%
13.51%
Fund Age
2 yrs 7 mo
3 yrs 8 mo
AUM
₹33.19 Cr
₹30.6 Cr
Alpha – 1 Year
−7.59%
−5.78%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.16
Volatility – 1 Year
20.19%
16.62%
Volatility – 3 Years
—
16.99%
Beta – 1 Year
1.12
0.93
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.41
-0.42
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.06%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 44% · M 26% · S 17%
Number of Stocks
50
24
Portfolio P/E
39.07
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%