Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.20%
6 Months
10.76%
0.45%
1 Year
8.14%
16.80%
3 Years
7.76%
15.56%
5 Years
10.03%
—
Since Inception
11.69%
15.35%
Fund Age
6 yrs 8 mo
3 yrs 6 mo
AUM
₹87.23 Cr
₹61.98 Cr
Alpha – 1 Year
8.57%
17.23%
Alpha – 3 Years
−0.81%
6.99%
Information Ratio – 3 Years
0.02
1.06
Volatility – 1 Year
23.09%
17.17%
Volatility – 3 Years
18.26%
13.50%
Beta – 1 Year
1.29
0.94
Beta – 3 Years
1.11
0.87
Sharpe Ratio – 1 Year
0.21
0.68
Sharpe Ratio – 3 Years
0.22
0.75
Worst Rolling Year
6.59%
15.00%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−25.42%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 43% · M 31% · S 18%
Number of Stocks
41
27
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
0% / 0% / 0%