Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
ASK-IVP
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
1.20%
6 Months
−1.55%
0.45%
1 Year
2.26%
16.80%
3 Years
3.37%
15.56%
5 Years
4.66%
—
Since Inception
9.07%
15.35%
Fund Age
6 yrs 8 mo
3 yrs 6 mo
AUM
₹55.15 Cr
₹61.98 Cr
Alpha – 1 Year
−0.72%
17.23%
Alpha – 3 Years
−8.51%
6.99%
Information Ratio – 3 Years
-1.16
1.06
Volatility – 1 Year
17.30%
17.17%
Volatility – 3 Years
16.20%
13.50%
Beta – 1 Year
0.96
0.94
Beta – 3 Years
0.96
0.87
Sharpe Ratio – 1 Year
-0.10
0.68
Sharpe Ratio – 3 Years
-0.05
0.75
Worst Rolling Year
0.65%
15.00%
Value at Worst Rolling Year
₹1.01 Cr
₹1.15 Cr
Deepest Drawdown
−23.57%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 43% · M 31% · S 18%
Number of Stocks
26
27
Portfolio P/E
31.94
—
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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)
0% / 0% / 0%
0% / 0% / 0%