Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.93%
6 Months
1.58%
2.72%
1 Year
−4.61%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
7.74%
17.02%
Fund Age
2 yrs 7 mo
6 yrs 11 mo
AUM
₹33.19 Cr
₹261.05 Cr
Alpha – 1 Year
−7.59%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
20.19%
17.62%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.41
0.97
Sharpe Ratio – 3 Years
—
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.06%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 28% · M 19% · S 43%
Number of Stocks
50
18
Portfolio P/E
39.07
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%