Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.30%
−2.26%
6 Months
−0.92%
9.35%
1 Year
—
10.43%
3 Years
—
15.16%
5 Years
—
—
Since Inception
12.90%
21.24%
Fund Age
7 mo
4 yrs 11 mo
AUM
₹3.56 Cr
₹16.88 Cr
Alpha – 1 Year
—
8.57%
Alpha – 3 Years
—
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
—
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
—
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
—
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
L 9% · M 17% · S 71%
Number of Stocks
17
16
Portfolio P/E
—
48.24
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%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%