Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
JM Financial - Focus
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%
1.03%
6 Months
0.45%
6.82%
1 Year
16.80%
3.42%
3 Years
15.56%
13.55%
5 Years
—
9.47%
Since Inception
15.35%
15.08%
Fund Age
3 yrs 6 mo
13 yrs 9 mo
AUM
₹61.98 Cr
₹319.05 Cr
Alpha – 1 Year
17.23%
0.44%
Alpha – 3 Years
6.99%
1.66%
Information Ratio – 3 Years
1.06
0.24
Volatility – 1 Year
17.17%
13.79%
Volatility – 3 Years
13.50%
15.92%
Beta – 1 Year
0.94
0.75
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.68
-0.08
Sharpe Ratio – 3 Years
0.75
0.53
Worst Rolling Year
15.00%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−15.92%
−20.24%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.26%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 31% · S 18%
L 63% · M 12% · S 18%
Number of Stocks
27
49
Portfolio P/E
—
33.08
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 · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%