Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
4.02%
6 Months
−0.92%
10.61%
1 Year
—
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
12.90%
12.23%
Fund Age
7 mo
7 yrs 7 mo
AUM
₹3.56 Cr
₹1,666.24 Cr
Alpha – 1 Year
—
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
—
19.50%
Volatility – 3 Years
—
16.37%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
-0.02
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−23.56%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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%
0% / 0% / 0%