Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Bonanza - Edge
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
4.43%
6 Months
0.45%
22.24%
1 Year
16.80%
21.33%
3 Years
15.56%
15.83%
5 Years
—
20.63%
Since Inception
15.35%
19.53%
Fund Age
3 yrs 6 mo
11 yrs
AUM
₹61.98 Cr
₹101.92 Cr
Alpha – 1 Year
17.23%
21.68%
Alpha – 3 Years
6.99%
6.83%
Information Ratio – 3 Years
1.06
0.61
Volatility – 1 Year
17.17%
21.87%
Volatility – 3 Years
13.50%
21.68%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.87
1.12
Sharpe Ratio – 1 Year
0.68
0.75
Sharpe Ratio – 3 Years
0.75
0.65
Worst Rolling Year
15.00%
-17.09%
Value at Worst Rolling Year
₹1.15 Cr
₹0.83 Cr
Deepest Drawdown
−15.92%
−27.12%
Recovery Period
158 days
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
17.26%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 15% · M 12% · S 59%
Number of Stocks
27
65
Portfolio P/E
—
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%