Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
3.10%
6 Months
−0.92%
24.70%
1 Year
—
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
12.90%
17.31%
Fund Age
7 mo
7 yrs 2 mo
AUM
₹3.56 Cr
₹328.39 Cr
Alpha – 1 Year
—
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
—
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
—
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−21.44%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
—
Number of Stocks
17
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1%