Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Motilal Oswal - Value Migration
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%
0.78%
6 Months
0.45%
11.75%
1 Year
16.80%
−2.37%
3 Years
15.56%
17.81%
5 Years
—
14.66%
Since Inception
15.35%
18.91%
Fund Age
3 yrs 6 mo
23 yrs 5 mo
AUM
₹61.98 Cr
₹3,220.2 Cr
Alpha – 1 Year
17.23%
−5.35%
Alpha – 3 Years
6.99%
5.93%
Information Ratio – 3 Years
1.06
0.54
Volatility – 1 Year
17.17%
21.49%
Volatility – 3 Years
13.50%
20.84%
Beta – 1 Year
0.94
1.07
Beta – 3 Years
0.87
1.13
Sharpe Ratio – 1 Year
0.68
-0.27
Sharpe Ratio – 3 Years
0.75
0.64
Worst Rolling Year
15.00%
-7.44%
Value at Worst Rolling Year
₹1.15 Cr
₹0.93 Cr
Deepest Drawdown
−15.92%
−27.33%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
17.26%
14.52%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
L 28% · M 48% · S 19%
Number of Stocks
27
27
Portfolio P/E
—
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%