Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.79%
6 Months
1.58%
13.10%
1 Year
−4.61%
18.11%
3 Years
—
14.56%
5 Years
—
8.71%
Since Inception
7.74%
13.67%
Fund Age
2 yrs 7 mo
11 yrs 2 mo
AUM
₹33.19 Cr
₹138.06 Cr
Alpha – 1 Year
−7.59%
18.46%
Alpha – 3 Years
—
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
20.19%
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.41
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−19.06%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 38% · M 14% · S 45%
Number of Stocks
50
18
Portfolio P/E
39.07
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%