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Ayan-PriceBridge Honeycomb Model vs CARNELIAN BESPOKE STRATEGY

Ayan-PriceBridge Honeycomb Model

CARNELIAN BESPOKE STRATEGY

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Growth of ₹1 Crore

Ayan-PriceBridge Honeycomb Model

CARNELIAN BESPOKE STRATEGY

Return for the risk

3 yrs return

20%

25%

30%

CARNELIAN BESPOKE STRATEGY

24.5% • vol 21.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.30%

4.88%

6 Months

−0.92%

21.32%

1 Year

—

24.13%

3 Years

—

24.49%

5 Years

—

Since Inception

12.90%

27.33%

Fund Age

7 mo

4 yrs 10 mo

AUM

₹3.56 Cr

₹3,911.89 Cr

Alpha – 1 Year

—

19.41%

Alpha – 3 Years

—

12.41%

Information Ratio – 3 Years

—

1.08

Volatility – 1 Year

—

23.48%

Volatility – 3 Years

—

21.23%

Beta – 1 Year

—

1.26

Beta – 3 Years

—

1.19

Sharpe Ratio – 1 Year

—

0.81

Sharpe Ratio – 3 Years

—

0.90

Worst Rolling Year

—

22.93%

Value at Worst Rolling Year

—

₹1.23 Cr

Deepest Drawdown

—

−20.36%

Recovery Period

—

122 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

29.10%

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 49% · M 24% · S 9%

—

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

Financial Services · 23.37%

Others · 16.60%

Capital Goods · 12.18%

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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