Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
0.67%
6 Months
−0.92%
6.20%
1 Year
—
9.45%
3 Years
—
11.74%
5 Years
—
—
Since Inception
12.90%
12.77%
Fund Age
7 mo
3 yrs 7 mo
AUM
₹3.56 Cr
₹223.43 Cr
Alpha – 1 Year
—
9.88%
Alpha – 3 Years
—
3.17%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
—
16.24%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
—
0.89
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
—
0.30
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
11.49%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−24.20%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.89%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
L 45% · M 31% · S 19%
Number of Stocks
17
96
Portfolio P/E
—
27.01
Top 5 Holdings
Motilal Oswal Nifty India Defence ETF · 10.48%
AXIS Gold ETF · 8.74%
HDFC NIFTY PSU BANK ETF · 8.70%
ICICI Pru Silver ETF · 7.86%
ICICI Pru Nifty Infrastructure ETF · 7.63%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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%