Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.30%
1.96%
6 Months
−0.92%
−0.83%
1 Year
—
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
12.90%
15.45%
Fund Age
7 mo
4 yrs 1 mo
AUM
₹3.56 Cr
₹67.74 Cr
Alpha – 1 Year
—
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
—
16.48%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
—
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
—
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−14.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –