Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
25%
30%
35%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.30%
4.64%
6 Months
−0.92%
20.32%
1 Year
—
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
12.90%
15.24%
Fund Age
7 mo
1 yr 9 mo
AUM
₹3.56 Cr
₹3.17 Cr
Alpha – 1 Year
—
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 24% · S 9%
L 28% · M 19% · S 50%
Number of Stocks
17
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –