Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
ORO-Alpha Value
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%
0.44%
6 Months
1.58%
5.47%
1 Year
−4.61%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
6.04%
Fund Age
2 yrs 7 mo
3 yrs 8 mo
AUM
₹33.19 Cr
₹1.28 Cr
Alpha – 1 Year
−7.59%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.06%
−17.83%
Recovery Period
Not yet recovered
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 42% · M 17% · S 27%
Number of Stocks
50
24
Portfolio P/E
39.07
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%