Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Bonanza - Growth
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
3.68%
6 Months
−0.92%
−1.81%
1 Year
—
5.85%
3 Years
—
8.65%
5 Years
—
7.90%
Since Inception
12.90%
16.09%
Fund Age
7 mo
16 yrs 4 mo
AUM
₹3.56 Cr
₹22.08 Cr
Alpha – 1 Year
—
6.20%
Alpha – 3 Years
—
−0.35%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
—
17.32%
Volatility – 3 Years
—
15.11%
Beta – 1 Year
—
0.79
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
—
0.10
Sharpe Ratio – 3 Years
—
0.36
Worst Rolling Year
—
0.88%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−17.79%
Recovery Period
—
297 days
1-Year Rolling Windows Positive
—
99.98%
Median Rolling Year
—
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
L 22% · M 16% · S 47%
Number of Stocks
17
37
Portfolio P/E
—
45.09
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%
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%