Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
1.20%
6 Months
7.53%
0.45%
1 Year
10.69%
16.80%
3 Years
9.96%
15.56%
5 Years
10.97%
—
Since Inception
20.53%
15.35%
Fund Age
14 yrs 7 mo
3 yrs 6 mo
AUM
₹132.39 Cr
₹61.98 Cr
Alpha – 1 Year
5.97%
17.23%
Alpha – 3 Years
−2.13%
6.99%
Information Ratio – 3 Years
-0.28
1.06
Volatility – 1 Year
20.88%
17.17%
Volatility – 3 Years
19.08%
13.50%
Beta – 1 Year
1.15
0.94
Beta – 3 Years
1.12
0.87
Sharpe Ratio – 1 Year
0.34
0.68
Sharpe Ratio – 3 Years
0.32
0.75
Worst Rolling Year
-4.87%
15.00%
Value at Worst Rolling Year
₹0.95 Cr
₹1.15 Cr
Deepest Drawdown
−22.42%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 43% · M 31% · S 18%
Number of Stocks
23
27
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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 · 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)
0% / 0% / 0%
0% / 0% / 0%