Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
NMR GROWTH STRATEGY
Return for the risk
1 yr return
15%
20%
25%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.30%
5.30%
6 Months
−0.92%
39.16%
1 Year
—
20.20%
3 Years
—
—
5 Years
—
—
Since Inception
12.90%
17.87%
Fund Age
7 mo
19 mo
AUM
₹3.56 Cr
₹82.38 Cr
Alpha – 1 Year
—
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−24.64%
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
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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
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
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—