Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
0.97%
6 Months
−0.92%
6.33%
1 Year
—
−0.99%
3 Years
—
6.26%
5 Years
—
6.47%
Since Inception
12.90%
5.18%
Fund Age
7 mo
19 yrs 5 mo
AUM
₹3.56 Cr
₹95.89 Cr
Alpha – 1 Year
—
2.51%
Alpha – 3 Years
—
−2.73%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
—
20.93%
Volatility – 3 Years
—
17.77%
Beta – 1 Year
—
1.14
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
-0.20
Sharpe Ratio – 3 Years
—
0.23
Worst Rolling Year
—
-21.50%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
—
−30.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
74.63%
Median Rolling Year
—
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 49% · M 24% · S 9%
L 77% · M 12% · S 11%
Number of Stocks
17
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%