Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
1.20%
6 Months
1.87%
0.45%
1 Year
8.68%
16.80%
3 Years
16.60%
15.56%
5 Years
15.36%
—
Since Inception
12.51%
15.35%
Fund Age
8 yrs 8 mo
3 yrs 6 mo
AUM
₹4.55 Cr
₹61.98 Cr
Alpha – 1 Year
3.96%
17.23%
Alpha – 3 Years
4.51%
6.99%
Information Ratio – 3 Years
0.64
1.06
Volatility – 1 Year
15.98%
17.17%
Volatility – 3 Years
15.76%
13.50%
Beta – 1 Year
0.87
0.94
Beta – 3 Years
0.94
0.87
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
0.72
0.75
Worst Rolling Year
1.47%
15.00%
Value at Worst Rolling Year
₹1.01 Cr
₹1.15 Cr
Deepest Drawdown
−17.84%
−15.92%
Recovery Period
136 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
L 43% · M 31% · S 18%
Number of Stocks
14
27
Portfolio P/E
31.16
—
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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% / 0% / 0%
0% / 0% / 0%