Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
1.20%
6 Months
7.57%
0.45%
1 Year
24.83%
16.80%
3 Years
11.31%
15.56%
5 Years
11.03%
—
Since Inception
14.72%
15.35%
Fund Age
7 yrs 4 mo
3 yrs 6 mo
AUM
₹2.98 Cr
₹61.98 Cr
Alpha – 1 Year
20.11%
17.23%
Alpha – 3 Years
−0.77%
6.99%
Information Ratio – 3 Years
-0.21
1.06
Volatility – 1 Year
23.09%
17.17%
Volatility – 3 Years
22.29%
13.50%
Beta – 1 Year
1.17
0.94
Beta – 3 Years
1.15
0.87
Sharpe Ratio – 1 Year
0.85
0.68
Sharpe Ratio – 3 Years
0.40
0.75
Worst Rolling Year
5.08%
15.00%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−34.65%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 43% · M 31% · S 18%
Number of Stocks
10
27
Portfolio P/E
24.78
—
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
0% / 0% / 0%