Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.20%
0.53%
6 Months
0.45%
5.22%
1 Year
16.80%
8.94%
3 Years
15.56%
10.33%
5 Years
—
10.77%
Since Inception
15.35%
10.49%
Fund Age
3 yrs 6 mo
9 yrs 9 mo
AUM
₹61.98 Cr
₹67.62 Cr
Alpha – 1 Year
17.23%
−0.44%
Alpha – 3 Years
6.99%
0.76%
Information Ratio – 3 Years
1.06
0.44
Volatility – 1 Year
17.17%
2.31%
Volatility – 3 Years
13.50%
1.38%
Beta – 1 Year
0.94
0.41
Beta – 3 Years
0.87
0.46
Sharpe Ratio – 1 Year
0.68
1.46
Sharpe Ratio – 3 Years
0.75
3.36
Worst Rolling Year
15.00%
9.87%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−15.92%
—
Recovery Period
158 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
—
Number of Stocks
27
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Others · 99.75%
Government · 0.23%
Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%