Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Purnartha Pratham Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
5.49%
6 Months
−0.92%
9.46%
1 Year
—
17.52%
3 Years
—
14.28%
5 Years
—
9.02%
Since Inception
12.90%
12.49%
Fund Age
7 mo
5 yrs 11 mo
AUM
₹3.56 Cr
₹1,633.45 Cr
Alpha – 1 Year
—
12.80%
Alpha – 3 Years
—
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
—
23.87%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.57
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−20.29%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
L 14% · M 11% · S 40%
Number of Stocks
17
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%