Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.30%
2.70%
6 Months
−0.92%
4.80%
1 Year
—
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
12.90%
2.40%
Fund Age
7 mo
17 mo
AUM
₹3.56 Cr
₹16.3 Cr
Alpha – 1 Year
—
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
L 61% · M 36%
Number of Stocks
17
25
Portfolio P/E
—
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—