Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
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
4.97%
1.20%
6 Months
23.68%
0.45%
1 Year
18.36%
16.80%
3 Years
19.56%
15.56%
5 Years
16.83%
—
Since Inception
14.91%
15.35%
Fund Age
9 yrs 3 mo
3 yrs 6 mo
AUM
₹884.23 Cr
₹61.98 Cr
Alpha – 1 Year
13.64%
17.23%
Alpha – 3 Years
7.47%
6.99%
Information Ratio – 3 Years
0.73
1.06
Volatility – 1 Year
27.03%
17.17%
Volatility – 3 Years
23.64%
13.50%
Beta – 1 Year
1.39
0.94
Beta – 3 Years
1.25
0.87
Sharpe Ratio – 1 Year
0.55
0.68
Sharpe Ratio – 3 Years
0.71
0.75
Worst Rolling Year
-7.52%
15.00%
Value at Worst Rolling Year
₹0.92 Cr
₹1.15 Cr
Deepest Drawdown
−24.68%
−15.92%
Recovery Period
97 days
158 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
L 43% · M 31% · S 18%
Number of Stocks
18
27
Portfolio P/E
42.38
—
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
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
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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)
2% / 1% / 0%
0% / 0% / 0%