Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
0.25%
6 Months
0.45%
15.19%
1 Year
16.80%
3.21%
3 Years
15.56%
19.65%
5 Years
—
—
Since Inception
15.35%
25.09%
Fund Age
3 yrs 6 mo
3 yrs 5 mo
AUM
₹61.98 Cr
₹4,148.34 Cr
Alpha – 1 Year
17.23%
0.23%
Alpha – 3 Years
6.99%
7.77%
Information Ratio – 3 Years
1.06
0.62
Volatility – 1 Year
17.17%
21.54%
Volatility – 3 Years
13.50%
22.15%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.87
1.15
Sharpe Ratio – 1 Year
0.68
-0.01
Sharpe Ratio – 3 Years
0.75
0.68
Worst Rolling Year
15.00%
19.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−15.92%
−27.91%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 31% · S 18%
L 26% · M 35% · S 37%
Number of Stocks
27
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%