Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
1.20%
6 Months
10.82%
0.45%
1 Year
8.67%
16.80%
3 Years
13.08%
15.56%
5 Years
15.51%
—
Since Inception
26.40%
15.35%
Fund Age
6 yrs
3 yrs 6 mo
AUM
₹5,996.39 Cr
₹61.98 Cr
Alpha – 1 Year
3.95%
17.23%
Alpha – 3 Years
0.99%
6.99%
Information Ratio – 3 Years
0.24
1.06
Volatility – 1 Year
22.00%
17.17%
Volatility – 3 Years
18.61%
13.50%
Beta – 1 Year
1.19
0.94
Beta – 3 Years
1.02
0.87
Sharpe Ratio – 1 Year
0.24
0.68
Sharpe Ratio – 3 Years
0.55
0.75
Worst Rolling Year
12.98%
15.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−22.98%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 43% · M 31% · S 18%
Number of Stocks
30
27
Portfolio P/E
25.07
—
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank 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 · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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%