Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
4.05%
6 Months
−0.92%
6.73%
1 Year
—
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
12.90%
37.04%
Fund Age
7 mo
3 yrs
AUM
₹3.56 Cr
₹174.65 Cr
Alpha – 1 Year
—
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
—
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
—
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
—
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
—
−30.55%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
5-Year Rolling Windows Positive
—
—
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%
—
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%
2% / 1% / 0%