Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
0.45%
0.32%
1 Year
16.80%
1.03%
3 Years
15.56%
14.82%
5 Years
—
11.82%
Since Inception
15.35%
13.07%
Fund Age
3 yrs 6 mo
5 yrs 2 mo
AUM
₹61.98 Cr
₹56.08 Cr
Alpha – 1 Year
17.23%
−1.95%
Alpha – 3 Years
6.99%
2.94%
Information Ratio – 3 Years
1.06
0.18
Volatility – 1 Year
17.17%
13.89%
Volatility – 3 Years
13.50%
18.35%
Beta – 1 Year
0.94
0.75
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.68
-0.25
Sharpe Ratio – 3 Years
0.75
0.55
Worst Rolling Year
15.00%
12.65%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−15.92%
−26.40%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 38% · M 29% · S 24%
Number of Stocks
27
37
Portfolio P/E
—
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%