Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
3.88%
6 Months
−0.92%
18.21%
1 Year
—
11.44%
3 Years
—
9.27%
5 Years
—
10.90%
Since Inception
12.90%
13.08%
Fund Age
7 mo
9 yrs
AUM
₹3.56 Cr
₹29.3 Cr
Alpha – 1 Year
—
6.74%
Alpha – 3 Years
—
−1.95%
Information Ratio – 3 Years
—
-0.21
Volatility – 1 Year
—
23.26%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
—
1.21
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
0.35
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
0.11%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−21.53%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
99.73%
Median Rolling Year
—
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
L 6% · M 32% · S 55%
Number of Stocks
17
23
Portfolio P/E
—
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%