Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Carnelian Capital - Shift 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%
4.38%
6 Months
0.45%
19.54%
1 Year
16.80%
15.57%
3 Years
15.56%
20.08%
5 Years
—
21.78%
Since Inception
15.35%
32.33%
Fund Age
3 yrs 6 mo
5 yrs 10 mo
AUM
₹61.98 Cr
₹5,864.1 Cr
Alpha – 1 Year
17.23%
10.85%
Alpha – 3 Years
6.99%
8.00%
Information Ratio – 3 Years
1.06
1.40
Volatility – 1 Year
17.17%
22.27%
Volatility – 3 Years
13.50%
21.12%
Beta – 1 Year
0.94
1.15
Beta – 3 Years
0.87
1.14
Sharpe Ratio – 1 Year
0.68
0.52
Sharpe Ratio – 3 Years
0.75
0.73
Worst Rolling Year
15.00%
20.10%
Value at Worst Rolling Year
₹1.15 Cr
₹1.20 Cr
Deepest Drawdown
−15.92%
−21.05%
Recovery Period
158 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 15% · M 28% · S 52%
Number of Stocks
27
38
Portfolio P/E
—
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 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%
1% / 0% / 0%