Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.20%
2.33%
6 Months
0.45%
5.53%
1 Year
16.80%
9.60%
3 Years
15.56%
6.75%
5 Years
—
7.07%
Since Inception
15.35%
13.02%
Fund Age
3 yrs 6 mo
14 yrs 9 mo
AUM
₹61.98 Cr
₹179.27 Cr
Alpha – 1 Year
17.23%
9.95%
Alpha – 3 Years
6.99%
−2.25%
Information Ratio – 3 Years
1.06
-0.39
Volatility – 1 Year
17.17%
17.14%
Volatility – 3 Years
13.50%
14.92%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.68
0.31
Sharpe Ratio – 3 Years
0.75
0.15
Worst Rolling Year
15.00%
-6.19%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−15.92%
−21.15%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
17.26%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 43% · M 31% · S 18%
L 69% · M 12% · S 15%
Number of Stocks
27
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
1.35% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—