Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
11.42%
6 Months
−0.92%
35.03%
1 Year
—
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
12.90%
19.33%
Fund Age
7 mo
6 yrs 10 mo
AUM
₹3.56 Cr
₹2,975 Cr
Alpha – 1 Year
—
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
—
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
—
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
—
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
—
Number of Stocks
17
14
Portfolio P/E
—
25.70
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%
—
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%
3% / 2% / 1%