Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Motilal Oswal - Ethical
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%
1.53%
6 Months
0.45%
18.13%
1 Year
16.80%
13.15%
3 Years
15.56%
14.12%
5 Years
—
11.96%
Since Inception
15.35%
13.25%
Fund Age
3 yrs 6 mo
5 yrs 1 mo
AUM
₹61.98 Cr
₹77.09 Cr
Alpha – 1 Year
17.23%
10.17%
Alpha – 3 Years
6.99%
2.24%
Information Ratio – 3 Years
1.06
0.36
Volatility – 1 Year
17.17%
23.76%
Volatility – 3 Years
13.50%
19.81%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
0.87
1.14
Sharpe Ratio – 1 Year
0.68
0.40
Sharpe Ratio – 3 Years
0.75
0.50
Worst Rolling Year
15.00%
8.04%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−15.92%
−27.15%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 28% · M 28% · S 44%
Number of Stocks
27
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%