Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Hem Securities - Dynamic Research and Emerging Asset
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
2.22%
6 Months
−0.92%
12.93%
1 Year
—
12.12%
3 Years
—
14.97%
5 Years
—
17.00%
Since Inception
12.90%
21.69%
Fund Age
7 mo
6 yrs 5 mo
AUM
₹3.56 Cr
₹192.25 Cr
Alpha – 1 Year
—
8.36%
Alpha – 3 Years
—
4.08%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
—
25.64%
Volatility – 3 Years
—
21.98%
Beta – 1 Year
—
1.38
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
—
0.36
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
14.19%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−24.93%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
—
Number of Stocks
17
—
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
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%