Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
1.20%
6 Months
8.39%
0.45%
1 Year
14.45%
16.80%
3 Years
20.39%
15.56%
5 Years
20.20%
—
Since Inception
16.82%
15.35%
Fund Age
7 yrs 10 mo
3 yrs 6 mo
AUM
₹12.77 Cr
₹61.98 Cr
Alpha – 1 Year
7.59%
17.23%
Alpha – 3 Years
9.35%
6.99%
Information Ratio – 3 Years
0.38
1.06
Volatility – 1 Year
12.27%
17.17%
Volatility – 3 Years
16.07%
13.50%
Beta – 1 Year
1.23
0.94
Beta – 3 Years
1.51
0.87
Sharpe Ratio – 1 Year
0.74
0.68
Sharpe Ratio – 3 Years
0.80
0.75
Worst Rolling Year
6.14%
15.00%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−17.38%
−15.92%
Recovery Period
243 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 19% · S 28%
L 43% · M 31% · S 18%
Number of Stocks
23
27
Portfolio P/E
26.00
—
Top 5 Holdings
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
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 · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%