Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
4.64%
6 Months
1.58%
20.32%
1 Year
−4.61%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
15.24%
Fund Age
2 yrs 7 mo
1 yr 9 mo
AUM
₹33.19 Cr
₹3.17 Cr
Alpha – 1 Year
−7.59%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.19%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
1.12
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.41
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.06%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 28% · M 19% · S 50%
Number of Stocks
50
36
Portfolio P/E
39.07
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –