Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
2.14%
6 Months
0.45%
7.28%
1 Year
16.80%
−4.68%
3 Years
15.56%
6.16%
5 Years
—
—
Since Inception
15.35%
11.66%
Fund Age
3 yrs 6 mo
3 yrs 7 mo
AUM
₹61.98 Cr
₹81.86 Cr
Alpha – 1 Year
17.23%
−4.33%
Alpha – 3 Years
6.99%
−2.84%
Information Ratio – 3 Years
1.06
-0.28
Volatility – 1 Year
17.17%
18.83%
Volatility – 3 Years
13.50%
15.47%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
0.87
0.86
Sharpe Ratio – 1 Year
0.68
-0.44
Sharpe Ratio – 3 Years
0.75
0.12
Worst Rolling Year
15.00%
6.16%
Value at Worst Rolling Year
₹1.15 Cr
₹1.06 Cr
Deepest Drawdown
−15.92%
−24.77%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
8.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
L 11% · M 21% · S 66%
Number of Stocks
27
25
Portfolio P/E
—
24.93
Top 5 Holdings
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
—
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0.5%