Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
4.38%
6 Months
−0.92%
19.54%
1 Year
—
15.57%
3 Years
—
20.08%
5 Years
—
21.78%
Since Inception
12.90%
32.33%
Fund Age
7 mo
5 yrs 10 mo
AUM
₹3.56 Cr
₹5,864.1 Cr
Alpha – 1 Year
—
10.85%
Alpha – 3 Years
—
8.00%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
—
22.27%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
—
1.15
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
—
0.52
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
20.10%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
—
−21.05%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
L 15% · M 28% · S 52%
Number of Stocks
17
38
Portfolio P/E
—
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%