Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.37%
1.20%
6 Months
−0.19%
0.45%
1 Year
10.10%
16.80%
3 Years
12.11%
15.56%
5 Years
13.02%
—
Since Inception
22.34%
15.35%
Fund Age
5 yrs 10 mo
3 yrs 6 mo
AUM
₹7,768.91 Cr
₹61.98 Cr
Alpha – 1 Year
5.38%
17.23%
Alpha – 3 Years
0.02%
6.99%
Information Ratio – 3 Years
0.42
1.06
Volatility – 1 Year
16.46%
17.17%
Volatility – 3 Years
14.48%
13.50%
Beta – 1 Year
0.92
0.94
Beta – 3 Years
0.91
0.87
Sharpe Ratio – 1 Year
0.41
0.68
Sharpe Ratio – 3 Years
0.62
0.75
Worst Rolling Year
10.43%
15.00%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−20.45%
−15.92%
Recovery Period
240 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 43% · M 31% · S 18%
Number of Stocks
25
27
Portfolio P/E
28.28
—
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%