Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.86%
1.20%
6 Months
3.14%
0.45%
1 Year
14.41%
16.80%
3 Years
16.50%
15.56%
5 Years
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Since Inception
17.99%
15.35%
Fund Age
3 yrs 2 mo
3 yrs 6 mo
AUM
₹19.19 Cr
₹61.98 Cr
Alpha – 1 Year
14.84%
17.23%
Alpha – 3 Years
7.93%
6.99%
Information Ratio – 3 Years
1.26
1.06
Volatility – 1 Year
16.65%
17.17%
Volatility – 3 Years
14.41%
13.50%
Beta – 1 Year
0.95
0.94
Beta – 3 Years
0.95
0.87
Sharpe Ratio – 1 Year
0.57
0.68
Sharpe Ratio – 3 Years
0.78
0.75
Worst Rolling Year
16.17%
15.00%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−18.49%
−15.92%
Recovery Period
257 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
17.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
L 43% · M 31% · S 18%
Number of Stocks
48
27
Portfolio P/E
—
—
Top 5 Holdings
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
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 · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
0.35% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%