Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
2.94%
6 Months
−0.92%
19.15%
1 Year
—
14.85%
3 Years
—
14.64%
5 Years
—
—
Since Inception
12.90%
15.52%
Fund Age
7 mo
3 yrs 3 mo
AUM
₹3.56 Cr
₹213.16 Cr
Alpha – 1 Year
—
10.13%
Alpha – 3 Years
—
2.55%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
—
28.62%
Volatility – 3 Years
—
24.62%
Beta – 1 Year
—
1.48
Beta – 3 Years
—
1.33
Sharpe Ratio – 1 Year
—
0.43
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
12.87%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
—
Number of Stocks
17
33
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%