Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.20%
13.08%
6 Months
0.45%
39.75%
1 Year
16.80%
15.14%
3 Years
15.56%
13.51%
5 Years
—
—
Since Inception
15.35%
26.22%
Fund Age
3 yrs 6 mo
4 yrs 6 mo
AUM
₹61.98 Cr
₹81.24 Cr
Alpha – 1 Year
17.23%
11.38%
Alpha – 3 Years
6.99%
2.62%
Information Ratio – 3 Years
1.06
0.33
Volatility – 1 Year
17.17%
46.80%
Volatility – 3 Years
13.50%
34.40%
Beta – 1 Year
0.94
2.21
Beta – 3 Years
0.87
1.57
Sharpe Ratio – 1 Year
0.68
0.38
Sharpe Ratio – 3 Years
0.75
0.37
Worst Rolling Year
15.00%
9.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−15.92%
−43.02%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
21.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
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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%
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Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
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Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%