Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
HSBC India Next Portfolio
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%
0.12%
6 Months
0.45%
7.25%
1 Year
16.80%
6.76%
3 Years
15.56%
11.27%
5 Years
—
11.24%
Since Inception
15.35%
13.42%
Fund Age
3 yrs 6 mo
5 yrs 6 mo
AUM
₹61.98 Cr
₹440.57 Cr
Alpha – 1 Year
17.23%
2.04%
Alpha – 3 Years
6.99%
−0.82%
Information Ratio – 3 Years
1.06
-0.13
Volatility – 1 Year
17.17%
18.95%
Volatility – 3 Years
13.50%
15.52%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.87
0.94
Sharpe Ratio – 1 Year
0.68
0.16
Sharpe Ratio – 3 Years
0.75
0.43
Worst Rolling Year
15.00%
10.24%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−15.92%
−18.28%
Recovery Period
158 days
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 43% · M 35% · S 19%
Number of Stocks
27
28
Portfolio P/E
—
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%