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Ayan-PriceBridge Eternal-Long Life vs Valcreate Growing India

Ayan-PriceBridge Eternal-Long Life

Valcreate Growing India

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Growth of ₹1 Crore

Ayan-PriceBridge Eternal-Long Life

Valcreate Growing India

Return for the risk

3 yrs return

10%

15%

Valcreate Growing India

9.5% • vol 21.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.45%

3.18%

6 Months

1.58%

5.18%

1 Year

−4.61%

3.95%

3 Years

—

9.49%

5 Years

—

Since Inception

7.74%

13.85%

Fund Age

2 yrs 7 mo

3 yrs 6 mo

AUM

₹33.19 Cr

₹16.52 Cr

Alpha – 1 Year

−7.59%

−0.77%

Alpha – 3 Years

—

−2.60%

Information Ratio – 3 Years

—

0.20

Volatility – 1 Year

20.19%

25.52%

Volatility – 3 Years

—

21.32%

Beta – 1 Year

1.12

1.24

Beta – 3 Years

—

1.16

Sharpe Ratio – 1 Year

-0.41

0.06

Sharpe Ratio – 3 Years

—

0.41

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−19.06%

—

Recovery Period

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%

—

Number of Stocks

—

Portfolio P/E

39.07

—

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%

Punjab National Bank · 6.72%

Sharda Cropchem Ltd · 6.30%

Swaraj Engines Ltd · 6.12%

Bank of Baroda · 5.94%

Can Fin Homes Ltd · 5.87%

Top Sectors

Capital Goods · 21.89%

Healthcare · 14.02%

Chemicals · 12.76%

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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