Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.69%
1.20%
6 Months
5.44%
0.45%
1 Year
8.55%
16.80%
3 Years
—
15.56%
5 Years
—
—
Since Inception
13.60%
15.35%
Fund Age
2 yrs 9 mo
3 yrs 6 mo
AUM
₹1.41 Cr
₹61.98 Cr
Alpha – 1 Year
3.83%
17.23%
Alpha – 3 Years
—
6.99%
Information Ratio – 3 Years
—
1.06
Volatility – 1 Year
17.87%
17.17%
Volatility – 3 Years
—
13.50%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
—
0.75
Worst Rolling Year
—
15.00%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.69%
−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 43% · M 31% · S 18%
Number of Stocks
14
27
Portfolio P/E
—
—
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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%