Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb Model vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb Model
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.30%
2.78%
6 Months
−0.92%
1.92%
1 Year
—
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
12.90%
6.17%
Fund Age
7 mo
2 yrs 2 mo
AUM
₹3.56 Cr
₹22.98 Cr
Alpha – 1 Year
—
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
17
41
Portfolio P/E
—
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%