Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
3.17%
6 Months
1.58%
10.91%
1 Year
−4.61%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
7.74%
18.07%
Fund Age
2 yrs 7 mo
9 yrs 2 mo
AUM
₹33.19 Cr
₹11,464.61 Cr
Alpha – 1 Year
−7.59%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
20.19%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-0.41
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−19.06%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 24% · M 11% · S 66%
Number of Stocks
50
—
Portfolio P/E
39.07
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%