Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.20%
1.99%
6 Months
0.45%
8.53%
1 Year
16.80%
11.64%
3 Years
15.56%
17.19%
5 Years
—
15.63%
Since Inception
15.35%
16.41%
Fund Age
3 yrs 6 mo
13 yrs 4 mo
AUM
₹61.98 Cr
₹575.07 Cr
Alpha – 1 Year
17.23%
6.92%
Alpha – 3 Years
6.99%
5.10%
Information Ratio – 3 Years
1.06
0.78
Volatility – 1 Year
17.17%
17.51%
Volatility – 3 Years
13.50%
14.23%
Beta – 1 Year
0.94
0.92
Beta – 3 Years
0.87
0.84
Sharpe Ratio – 1 Year
0.68
0.42
Sharpe Ratio – 3 Years
0.75
0.84
Worst Rolling Year
15.00%
-7.95%
Value at Worst Rolling Year
₹1.15 Cr
₹0.92 Cr
Deepest Drawdown
−15.92%
−14.61%
Recovery Period
158 days
122 days
1-Year Rolling Windows Positive
100.00%
93.59%
Median Rolling Year
17.26%
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
L 43% · M 31% · S 18%
L 61% · M 15% · S 25%
Number of Stocks
27
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Portfolio P/E
—
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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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
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Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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