Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
5.80%
6 Months
1.58%
20.03%
1 Year
−4.61%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
7.74%
14.70%
Fund Age
2 yrs 7 mo
6 yrs 10 mo
AUM
₹33.19 Cr
₹201.68 Cr
Alpha – 1 Year
−7.59%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
20.19%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
1.12
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.41
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−19.06%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 38% · M 4% · S 49%
Number of Stocks
50
24
Portfolio P/E
39.07
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%