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Ayan-PriceBridge Honeycomb Model vs MOAT - Auxano Opportunity Fund

Ayan-PriceBridge Honeycomb Model

MOAT - Auxano Opportunity Fund

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Growth of ₹1 Crore

Ayan-PriceBridge Honeycomb Model

MOAT - Auxano Opportunity Fund

Return for the risk

1 yr return

15%

20%

25%

MOAT - Auxano Opportunity Fund

20.6% • vol 24.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.30%

5.63%

6 Months

−0.92%

14.52%

1 Year

—

20.60%

3 Years

—

5 Years

—

Since Inception

12.90%

19.45%

Fund Age

7 mo

12 mo

AUM

₹3.56 Cr

—

Alpha – 1 Year

—

22.56%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

24.82%

Volatility – 3 Years

—

Beta – 1 Year

—

1.30

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.65

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−13.69%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 49% · M 24% · S 9%

—

Number of Stocks

—

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%

—

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

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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