Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
0.45%
11.91%
1 Year
16.80%
10.06%
3 Years
15.56%
13.81%
5 Years
—
13.88%
Since Inception
15.35%
20.20%
Fund Age
3 yrs 6 mo
15 yrs 1 mo
AUM
₹61.98 Cr
₹980.13 Cr
Alpha – 1 Year
17.23%
5.36%
Alpha – 3 Years
6.99%
1.71%
Information Ratio – 3 Years
1.06
0.21
Volatility – 1 Year
17.17%
18.76%
Volatility – 3 Years
13.50%
19.39%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.68
0.32
Sharpe Ratio – 3 Years
0.75
0.49
Worst Rolling Year
15.00%
-23.74%
Value at Worst Rolling Year
₹1.15 Cr
₹0.76 Cr
Deepest Drawdown
−15.92%
−24.32%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.14%
Median Rolling Year
17.26%
24.84%
5-Year Rolling Windows Positive
—
95.08%
Market-Cap Mix
L 43% · M 31% · S 18%
L 9% · M 13% · S 73%
Number of Stocks
27
20
Portfolio P/E
—
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%