Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
4.57%
6 Months
−0.92%
15.76%
1 Year
—
22.36%
3 Years
—
23.83%
5 Years
—
17.53%
Since Inception
12.90%
20.07%
Fund Age
7 mo
7 yrs 3 mo
AUM
₹3.56 Cr
₹2,271.9 Cr
Alpha – 1 Year
—
17.64%
Alpha – 3 Years
—
11.75%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
—
21.11%
Volatility – 3 Years
—
18.96%
Beta – 1 Year
—
1.17
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
—
0.81
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
10.25%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−19.83%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
L 30% · M 46% · S 22%
Number of Stocks
17
30
Portfolio P/E
—
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
—
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%