Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
0.40%
6 Months
−0.92%
4.60%
1 Year
—
−5.85%
3 Years
—
5.64%
5 Years
—
—
Since Inception
12.90%
−0.46%
Fund Age
7 mo
4 yrs 7 mo
AUM
₹3.56 Cr
₹87.75 Cr
Alpha – 1 Year
—
−8.83%
Alpha – 3 Years
—
−6.25%
Information Ratio – 3 Years
—
-0.73
Volatility – 1 Year
—
16.46%
Volatility – 3 Years
—
15.18%
Beta – 1 Year
—
0.88
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
—
-0.62
Sharpe Ratio – 3 Years
—
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−20.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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% / 0% / 0%