Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.20%
2.10%
6 Months
0.45%
29.13%
1 Year
16.80%
20.96%
3 Years
15.56%
17.22%
5 Years
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—
Since Inception
15.35%
23.59%
Fund Age
3 yrs 6 mo
3 yrs 7 mo
AUM
₹61.98 Cr
₹147.56 Cr
Alpha – 1 Year
17.23%
16.24%
Alpha – 3 Years
6.99%
5.13%
Information Ratio – 3 Years
1.06
0.33
Volatility – 1 Year
17.17%
30.80%
Volatility – 3 Years
13.50%
25.65%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
0.87
1.41
Sharpe Ratio – 1 Year
0.68
0.58
Sharpe Ratio – 3 Years
0.75
0.54
Worst Rolling Year
15.00%
15.38%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
−15.92%
−28.52%
Recovery Period
158 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
21.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
L 63% · M 11% · S 17%
Number of Stocks
27
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / 1%