Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.45%
6.38%
6 Months
1.58%
30.29%
1 Year
−4.61%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
7.74%
23.25%
Fund Age
2 yrs 7 mo
3 yrs 1 mo
AUM
₹33.19 Cr
₹185.04 Cr
Alpha – 1 Year
−7.59%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
20.19%
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
1.12
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.41
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−19.06%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
—
Number of Stocks
50
40
Portfolio P/E
39.07
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%