Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Shriram Future GEMS
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
2.93%
6 Months
1.58%
1.59%
1 Year
−4.61%
25.48%
3 Years
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5 Years
—
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Since Inception
7.74%
30.29%
Fund Age
2 yrs 7 mo
18 mo
AUM
₹33.19 Cr
₹0.8 Cr
Alpha – 1 Year
−7.59%
25.83%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
20.19%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.12
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
1.13
Sharpe Ratio – 3 Years
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−19.06%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 5% · M 31% · S 60%
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Number of Stocks
50
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Portfolio P/E
39.07
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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