Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
1.20%
6 Months
−5.38%
0.45%
1 Year
−6.70%
16.80%
3 Years
7.98%
15.56%
5 Years
—
—
Since Inception
7.98%
15.35%
Fund Age
2 yrs 11 mo
3 yrs 6 mo
AUM
₹7.31 Cr
₹61.98 Cr
Alpha – 1 Year
−6.35%
17.23%
Alpha – 3 Years
−1.02%
6.99%
Information Ratio – 3 Years
-0.08
1.06
Volatility – 1 Year
17.44%
17.17%
Volatility – 3 Years
15.65%
13.50%
Beta – 1 Year
1.08
0.94
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.61
0.68
Sharpe Ratio – 3 Years
0.22
0.75
Worst Rolling Year
—
15.00%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−21.15%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 43% · M 31% · S 18%
Number of Stocks
66
27
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
1.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%