Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
9.22%
6 Months
1.58%
9.86%
1 Year
−4.61%
32.16%
3 Years
—
19.13%
5 Years
—
12.16%
Since Inception
7.74%
16.12%
Fund Age
2 yrs 7 mo
5 yrs 10 mo
AUM
₹33.19 Cr
₹170.31 Cr
Alpha – 1 Year
−7.59%
27.44%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
20.19%
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.41
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−19.06%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 11% · M 1% · S 72%
Number of Stocks
50
18
Portfolio P/E
39.07
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%