Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Envision Capital - India Opportunities
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%
3.39%
6 Months
0.45%
19.31%
1 Year
16.80%
11.21%
3 Years
15.56%
13.34%
5 Years
—
15.02%
Since Inception
15.35%
17.08%
Fund Age
3 yrs 6 mo
5 yrs 4 mo
AUM
₹61.98 Cr
₹135.65 Cr
Alpha – 1 Year
17.23%
6.49%
Alpha – 3 Years
6.99%
1.25%
Information Ratio – 3 Years
1.06
0.12
Volatility – 1 Year
17.17%
20.71%
Volatility – 3 Years
13.50%
17.79%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.87
0.97
Sharpe Ratio – 1 Year
0.68
0.35
Sharpe Ratio – 3 Years
0.75
0.50
Worst Rolling Year
15.00%
12.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−15.92%
−25.10%
Recovery Period
158 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 18% · M 24% · S 55%
Number of Stocks
27
—
Portfolio P/E
—
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%