Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
0.41%
6 Months
1.58%
20.81%
1 Year
−4.61%
15.63%
3 Years
—
13.76%
5 Years
—
—
Since Inception
7.74%
14.77%
Fund Age
2 yrs 7 mo
4 yrs 6 mo
AUM
₹33.19 Cr
₹751.68 Cr
Alpha – 1 Year
−7.59%
16.06%
Alpha – 3 Years
—
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
20.19%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
1.12
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
-0.41
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−19.06%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 16% · M 11% · S 70%
Number of Stocks
50
—
Portfolio P/E
39.07
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%