Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.45%
2.31%
6 Months
1.58%
2.53%
1 Year
−4.61%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
7.74%
8.12%
Fund Age
2 yrs 7 mo
3 yrs 3 mo
AUM
₹33.19 Cr
₹32.76 Cr
Alpha – 1 Year
−7.59%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
20.19%
5.60%
Volatility – 3 Years
—
5.15%
Beta – 1 Year
1.12
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
-0.41
0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.06%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
—
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%
—
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%