Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.20%
6 Months
3.88%
0.45%
1 Year
−7.98%
16.80%
3 Years
11.06%
15.56%
5 Years
10.06%
—
Since Inception
11.56%
15.35%
Fund Age
5 yrs 3 mo
3 yrs 6 mo
AUM
₹106.37 Cr
₹61.98 Cr
Alpha – 1 Year
−10.96%
17.23%
Alpha – 3 Years
−0.82%
6.99%
Information Ratio – 3 Years
0.00
1.06
Volatility – 1 Year
16.00%
17.17%
Volatility – 3 Years
17.59%
13.50%
Beta – 1 Year
0.79
0.94
Beta – 3 Years
0.97
0.87
Sharpe Ratio – 1 Year
-0.78
0.68
Sharpe Ratio – 3 Years
0.42
0.75
Worst Rolling Year
—
15.00%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−15.92%
Recovery Period
—
158 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 31% · S 18%
Number of Stocks
—
27
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
1.35% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%