Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
2.93%
6 Months
−0.92%
27.08%
1 Year
—
22.70%
3 Years
—
18.13%
5 Years
—
21.00%
Since Inception
12.90%
30.05%
Fund Age
7 mo
5 yrs 9 mo
AUM
₹3.56 Cr
₹670.5 Cr
Alpha – 1 Year
—
17.98%
Alpha – 3 Years
—
6.04%
Information Ratio – 3 Years
—
0.67
Volatility – 1 Year
—
26.20%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
—
1.32
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
—
0.70
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.94%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.21%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
S 95%
Number of Stocks
17
26
Portfolio P/E
—
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%