Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
3.07%
6 Months
1.58%
13.63%
1 Year
−4.61%
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
7.74%
20.07%
Fund Age
2 yrs 7 mo
10 yrs 11 mo
AUM
₹33.19 Cr
₹942.94 Cr
Alpha – 1 Year
−7.59%
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
20.19%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
-0.41
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−19.06%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 15% · M 3% · S 82%
Number of Stocks
50
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Portfolio P/E
39.07
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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