PMS · Equity · Mid & Small Cap
Ayan-PriceBridge Eternal-Long Life
Fund size₹33 Cr
IRRSince inception7.74%
1Y return-4.61%
Fund age2 yrs 7 mo
Fund Manager
Growth of₹Cr
Ayan PriceBridge Eternal Long Life
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ayan PriceBridge Eternal Long Life | −2.53% | −4.61% | −2.78% | — | — | 7.74% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | — | — | 11.21% |
| Excess over benchmark | −1.46% | −7.59% | −3.20% | — | — | −3.47% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
20.19%
Benchmark approx 15.92%
A standard deviation reflecting historical swings.
Sensitivity
1.12
Beta vs benchmark 1.00 · 12% more reactive
How strongly the scheme moves with the index.
Risk-reward
−0.41
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −19.06%. It has not yet recovered.
Max drawdowns
−19.06%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −19.06% | – | – | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−19.06%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
50
P/E ratio
39.07
P/B ratio
3.88
Dividend yield
0.30%
Avg market cap
₹44,997 Cr
Median market cap
₹25,096 Cr
Asset class
Equity
Market cap
Large cap5.09%
Mid cap31.29%
Small cap60.22%
Cash & others3.40%
As on 31 Jul 2026
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