Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
1.20%
6 Months
7.76%
0.45%
1 Year
8.69%
16.80%
3 Years
14.17%
15.56%
5 Years
—
—
Since Inception
18.23%
15.35%
Fund Age
3 yrs 4 mo
3 yrs 6 mo
AUM
₹10.3 Cr
₹61.98 Cr
Alpha – 1 Year
3.97%
17.23%
Alpha – 3 Years
2.09%
6.99%
Information Ratio – 3 Years
1.14
1.06
Volatility – 1 Year
18.17%
17.17%
Volatility – 3 Years
15.44%
13.50%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.99
0.87
Sharpe Ratio – 1 Year
0.32
0.68
Sharpe Ratio – 3 Years
0.69
0.75
Worst Rolling Year
13.56%
15.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−19.52%
−15.92%
Recovery Period
518 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
17.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 43% · M 31% · S 18%
Number of Stocks
15
27
Portfolio P/E
—
—
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
1.10% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%