Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
1.20%
6 Months
5.86%
0.45%
1 Year
18.36%
16.80%
3 Years
18.72%
15.56%
5 Years
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—
Since Inception
18.90%
15.35%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹750.57 Cr
₹61.98 Cr
Alpha – 1 Year
13.64%
17.23%
Alpha – 3 Years
6.63%
6.99%
Information Ratio – 3 Years
0.54
1.06
Volatility – 1 Year
20.46%
17.17%
Volatility – 3 Years
21.62%
13.50%
Beta – 1 Year
1.00
0.94
Beta – 3 Years
1.18
0.87
Sharpe Ratio – 1 Year
0.66
0.68
Sharpe Ratio – 3 Years
0.66
0.75
Worst Rolling Year
18.50%
15.00%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
−29.06%
−15.92%
Recovery Period
394 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
17.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
L 43% · M 31% · S 18%
Number of Stocks
—
27
Portfolio P/E
—
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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)
1% / 0% / 0%
0% / 0% / 0%