Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.20%
1.61%
6 Months
0.45%
4.03%
1 Year
16.80%
4.49%
3 Years
15.56%
14.35%
5 Years
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Since Inception
15.35%
16.62%
Fund Age
3 yrs 6 mo
4 yrs
AUM
₹61.98 Cr
₹303 Cr
Alpha – 1 Year
17.23%
4.92%
Alpha – 3 Years
6.99%
5.78%
Information Ratio – 3 Years
1.06
1.15
Volatility – 1 Year
17.17%
16.32%
Volatility – 3 Years
13.50%
14.15%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.87
0.97
Sharpe Ratio – 1 Year
0.68
0.01
Sharpe Ratio – 3 Years
0.75
0.64
Worst Rolling Year
15.00%
14.36%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−15.92%
−16.17%
Recovery Period
158 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
18.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
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Number of Stocks
27
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Portfolio P/E
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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%
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Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
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Fixed Fee
1.35% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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