Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
7.03%
6 Months
1.58%
31.10%
1 Year
−4.61%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
7.74%
15.58%
Fund Age
2 yrs 7 mo
16 yrs 9 mo
AUM
₹33.19 Cr
₹132.42 Cr
Alpha – 1 Year
−7.59%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.19%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.41
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−19.06%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 5% · M 31% · S 60%
M 9% · S 83%
Number of Stocks
50
26
Portfolio P/E
39.07
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%