Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Incred-Small & MidCap PMS
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%
4.27%
6 Months
0.45%
−8.15%
1 Year
16.80%
−5.39%
3 Years
15.56%
10.81%
5 Years
—
—
Since Inception
15.35%
11.07%
Fund Age
3 yrs 6 mo
5 yrs
AUM
₹61.98 Cr
₹121.08 Cr
Alpha – 1 Year
17.23%
−5.32%
Alpha – 3 Years
6.99%
−2.65%
Information Ratio – 3 Years
1.06
-0.15
Volatility – 1 Year
17.17%
24.51%
Volatility – 3 Years
13.50%
24.85%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
0.87
1.18
Sharpe Ratio – 1 Year
0.68
-0.34
Sharpe Ratio – 3 Years
0.75
0.32
Worst Rolling Year
15.00%
9.88%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−15.92%
−34.50%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%