Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
3.80%
6 Months
1.58%
7.35%
1 Year
−4.61%
9.59%
3 Years
—
7.90%
5 Years
—
12.07%
Since Inception
7.74%
14.25%
Fund Age
2 yrs 7 mo
13 yrs 1 mo
AUM
₹33.19 Cr
₹106.28 Cr
Alpha – 1 Year
−7.59%
9.94%
Alpha – 3 Years
—
−1.10%
Information Ratio – 3 Years
—
-0.12
Volatility – 1 Year
20.19%
15.58%
Volatility – 3 Years
—
14.39%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.41
0.33
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-8.02%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−19.06%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.28%
Median Rolling Year
—
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 39% · M 40% · S 18%
Number of Stocks
50
25
Portfolio P/E
39.07
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%