Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
0.45%
18.59%
1 Year
16.80%
13.77%
3 Years
15.56%
9.52%
5 Years
—
8.40%
Since Inception
15.35%
10.24%
Fund Age
3 yrs 6 mo
11 yrs
AUM
₹61.98 Cr
₹20.83 Cr
Alpha – 1 Year
17.23%
14.12%
Alpha – 3 Years
6.99%
0.53%
Information Ratio – 3 Years
1.06
0.07
Volatility – 1 Year
17.17%
22.14%
Volatility – 3 Years
13.50%
20.01%
Beta – 1 Year
0.94
1.14
Beta – 3 Years
0.87
1.14
Sharpe Ratio – 1 Year
0.68
0.45
Sharpe Ratio – 3 Years
0.75
0.29
Worst Rolling Year
15.00%
-15.27%
Value at Worst Rolling Year
₹1.15 Cr
₹0.85 Cr
Deepest Drawdown
−15.92%
−27.52%
Recovery Period
158 days
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
17.26%
10.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 7% · M 9% · S 77%
Number of Stocks
27
25
Portfolio P/E
—
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%