Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
0.45%
−0.83%
1 Year
16.80%
14.95%
3 Years
15.56%
—
5 Years
—
—
Since Inception
15.35%
15.45%
Fund Age
3 yrs 6 mo
4 yrs 1 mo
AUM
₹61.98 Cr
₹67.74 Cr
Alpha – 1 Year
17.23%
8.24%
Alpha – 3 Years
6.99%
—
Information Ratio – 3 Years
1.06
0.30
Volatility – 1 Year
17.17%
16.48%
Volatility – 3 Years
13.50%
12.47%
Beta – 1 Year
0.94
1.58
Beta – 3 Years
0.87
1.45
Sharpe Ratio – 1 Year
0.68
0.60
Sharpe Ratio – 3 Years
0.75
0.77
Worst Rolling Year
15.00%
13.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−15.92%
−14.92%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
16.42%
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –