Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Purnartha One Strategy
Return for the risk
1 yr return
5%
10%
15%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.30%
−1.07%
6 Months
−0.92%
4.90%
1 Year
—
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
12.90%
8.35%
Fund Age
7 mo
2 yrs 11 mo
AUM
₹3.56 Cr
₹5.79 Cr
Alpha – 1 Year
—
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
—
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.35%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
L 23% · M 8% · S 15%
Number of Stocks
17
—
Portfolio P/E
—
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%