Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs MRG Capital - Wealth Maximizer
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Ayan-PriceBridge Honeycomb
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.20%
−0.03%
6 Months
0.45%
1.95%
1 Year
16.80%
9.19%
3 Years
15.56%
16.93%
5 Years
—
11.74%
Since Inception
15.35%
12.55%
Fund Age
3 yrs 6 mo
7 yrs 3 mo
AUM
₹61.98 Cr
₹17.39 Cr
Alpha – 1 Year
17.23%
9.54%
Alpha – 3 Years
6.99%
7.93%
Information Ratio – 3 Years
1.06
0.83
Volatility – 1 Year
17.17%
16.46%
Volatility – 3 Years
13.50%
13.48%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.87
0.74
Sharpe Ratio – 1 Year
0.68
0.29
Sharpe Ratio – 3 Years
0.75
0.84
Worst Rolling Year
15.00%
3.01%
Value at Worst Rolling Year
₹1.15 Cr
₹1.03 Cr
Deepest Drawdown
−15.92%
−16.15%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 27% · M 18% · S 26%
Number of Stocks
27
53
Portfolio P/E
—
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%