Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
5.38%
6 Months
0.45%
7.13%
1 Year
16.80%
11.04%
3 Years
15.56%
7.66%
5 Years
—
8.70%
Since Inception
15.35%
14.13%
Fund Age
3 yrs 6 mo
6 yrs 10 mo
AUM
₹61.98 Cr
₹3.45 Cr
Alpha – 1 Year
17.23%
8.06%
Alpha – 3 Years
6.99%
−4.24%
Information Ratio – 3 Years
1.06
-0.53
Volatility – 1 Year
17.17%
15.44%
Volatility – 3 Years
13.50%
15.96%
Beta – 1 Year
0.94
0.84
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.68
0.40
Sharpe Ratio – 3 Years
0.75
0.20
Worst Rolling Year
15.00%
3.12%
Value at Worst Rolling Year
₹1.15 Cr
₹1.03 Cr
Deepest Drawdown
−15.92%
−27.30%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
14.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 64% · M 36%
Number of Stocks
27
23
Portfolio P/E
—
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Fixed Fee
1.35% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%