Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
1.41%
6 Months
−0.92%
13.18%
1 Year
—
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
12.90%
11.83%
Fund Age
7 mo
4 yrs 11 mo
AUM
₹3.56 Cr
₹31.01 Cr
Alpha – 1 Year
—
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
—
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
—
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−24.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
L 37% · M 30% · S 33%
Number of Stocks
17
26
Portfolio P/E
—
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—