Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.20%
6 Months
−5.56%
0.45%
1 Year
34.70%
16.80%
3 Years
27.41%
15.56%
5 Years
32.51%
—
Since Inception
32.15%
15.35%
Fund Age
13 yrs 6 mo
3 yrs 6 mo
AUM
₹2,318.72 Cr
₹61.98 Cr
Alpha – 1 Year
35.05%
17.23%
Alpha – 3 Years
18.41%
6.99%
Information Ratio – 3 Years
1.03
1.06
Volatility – 1 Year
21.67%
17.17%
Volatility – 3 Years
15.53%
13.50%
Beta – 1 Year
0.28
0.94
Beta – 3 Years
0.35
0.87
Sharpe Ratio – 1 Year
1.24
0.68
Sharpe Ratio – 3 Years
1.31
0.75
Worst Rolling Year
-17.36%
15.00%
Value at Worst Rolling Year
₹0.83 Cr
₹1.15 Cr
Deepest Drawdown
−21.72%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 43% · M 31% · S 18%
Number of Stocks
9
27
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%