Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
2.85%
6 Months
−0.92%
22.81%
1 Year
—
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
12.90%
24.49%
Fund Age
7 mo
3 yrs 3 mo
AUM
₹3.56 Cr
₹446.96 Cr
Alpha – 1 Year
—
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
—
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
L 19% · S 80%
Number of Stocks
17
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—