Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
1.20%
6 Months
−2.07%
0.45%
1 Year
−0.17%
16.80%
3 Years
9.32%
15.56%
5 Years
7.90%
—
Since Inception
11.39%
15.35%
Fund Age
7 yrs 6 mo
3 yrs 6 mo
AUM
₹2.61 Cr
₹61.98 Cr
Alpha – 1 Year
0.18%
17.23%
Alpha – 3 Years
0.32%
6.99%
Information Ratio – 3 Years
0.24
1.06
Volatility – 1 Year
16.91%
17.17%
Volatility – 3 Years
14.31%
13.50%
Beta – 1 Year
1.05
0.94
Beta – 3 Years
1.01
0.87
Sharpe Ratio – 1 Year
-0.24
0.68
Sharpe Ratio – 3 Years
0.31
0.75
Worst Rolling Year
7.30%
15.00%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−17.23%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 43% · M 31% · S 18%
Number of Stocks
26
27
Portfolio P/E
24.76
—
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
1.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%