Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
Wright Factor Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
10.96%
6 Months
1.58%
14.84%
1 Year
−4.61%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
7.74%
20.33%
Fund Age
2 yrs 7 mo
3 yrs
AUM
₹33.19 Cr
₹214.05 Cr
Alpha – 1 Year
−7.59%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
20.19%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.41
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−19.06%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 31% · S 60%
L 12% · M 21% · S 55%
Number of Stocks
50
25
Portfolio P/E
39.07
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%