Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
3.11%
6 Months
1.58%
4.12%
1 Year
−4.61%
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
7.74%
10.62%
Fund Age
2 yrs 7 mo
13 yrs 8 mo
AUM
₹33.19 Cr
₹41.22 Cr
Alpha – 1 Year
−7.59%
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
20.19%
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
1.12
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
-0.41
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−19.06%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 5% · M 31% · S 60%
L 70% · M 29%
Number of Stocks
50
25
Portfolio P/E
39.07
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%