Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
−1.86%
6 Months
0.45%
0.50%
1 Year
16.80%
6.34%
3 Years
15.56%
19.74%
5 Years
—
16.62%
Since Inception
15.35%
20.10%
Fund Age
3 yrs 6 mo
6 yrs 1 mo
AUM
₹61.98 Cr
₹56.91 Cr
Alpha – 1 Year
17.23%
1.64%
Alpha – 3 Years
6.99%
7.64%
Information Ratio – 3 Years
1.06
0.90
Volatility – 1 Year
17.17%
16.52%
Volatility – 3 Years
13.50%
17.18%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.68
0.14
Sharpe Ratio – 3 Years
0.75
0.84
Worst Rolling Year
15.00%
18.93%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−15.92%
−18.72%
Recovery Period
158 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 59% · M 40%
Number of Stocks
27
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%