Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
Unifi BCAD
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
2.20%
6 Months
−0.92%
6.88%
1 Year
—
5.29%
3 Years
—
8.34%
5 Years
—
9.52%
Since Inception
12.90%
13.35%
Fund Age
7 mo
8 yrs 3 mo
AUM
₹3.56 Cr
₹237.35 Cr
Alpha – 1 Year
—
0.57%
Alpha – 3 Years
—
−3.75%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
—
19.09%
Volatility – 3 Years
—
16.74%
Beta – 1 Year
—
1.07
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
—
0.09
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
7.37%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−20.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 24% · S 9%
—
Number of Stocks
17
—
Portfolio P/E
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%