Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.20%
−3.81%
6 Months
0.45%
10.86%
1 Year
16.80%
−4.49%
3 Years
15.56%
22.00%
5 Years
—
21.09%
Since Inception
15.35%
7.35%
Fund Age
3 yrs 6 mo
8 yrs 9 mo
AUM
₹61.98 Cr
₹1,454.75 Cr
Alpha – 1 Year
17.23%
−7.47%
Alpha – 3 Years
6.99%
10.11%
Information Ratio – 3 Years
1.06
0.32
Volatility – 1 Year
17.17%
31.30%
Volatility – 3 Years
13.50%
27.30%
Beta – 1 Year
0.94
1.42
Beta – 3 Years
0.87
1.22
Sharpe Ratio – 1 Year
0.68
-0.18
Sharpe Ratio – 3 Years
0.75
0.66
Worst Rolling Year
15.00%
-30.88%
Value at Worst Rolling Year
₹1.15 Cr
₹0.69 Cr
Deepest Drawdown
−15.92%
−34.06%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
17.26%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
L 43% · M 31% · S 18%
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%