Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
3.11%
6 Months
−0.92%
4.12%
1 Year
—
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
12.90%
10.62%
Fund Age
7 mo
13 yrs 8 mo
AUM
₹3.56 Cr
₹41.22 Cr
Alpha – 1 Year
—
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
—
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
—
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 49% · M 24% · S 9%
L 70% · M 29%
Number of Stocks
17
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%