Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.84%
6 Months
1.58%
7.61%
1 Year
−4.61%
−0.76%
3 Years
—
11.28%
5 Years
—
9.58%
Since Inception
7.74%
11.67%
Fund Age
2 yrs 7 mo
7 yrs 11 mo
AUM
₹33.19 Cr
₹12.5 Cr
Alpha – 1 Year
−7.59%
−3.74%
Alpha – 3 Years
—
−0.61%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
20.19%
20.02%
Volatility – 3 Years
—
16.21%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-0.41
-0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
8.66%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−19.06%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 36% · M 30% · S 35%
Number of Stocks
50
15
Portfolio P/E
39.07
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%