Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
NAFA - Emerging Bluechip
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%
0.39%
6 Months
0.45%
5.71%
1 Year
16.80%
−0.97%
3 Years
15.56%
8.86%
5 Years
—
14.20%
Since Inception
15.35%
14.76%
Fund Age
3 yrs 6 mo
10 yrs 5 mo
AUM
₹61.98 Cr
₹447.76 Cr
Alpha – 1 Year
17.23%
−2.83%
Alpha – 3 Years
6.99%
−3.22%
Information Ratio – 3 Years
1.06
0.04
Volatility – 1 Year
17.17%
24.79%
Volatility – 3 Years
13.50%
21.25%
Beta – 1 Year
0.94
1.35
Beta – 3 Years
0.87
1.20
Sharpe Ratio – 1 Year
0.68
-0.14
Sharpe Ratio – 3 Years
0.75
0.31
Worst Rolling Year
15.00%
-13.00%
Value at Worst Rolling Year
₹1.15 Cr
₹0.87 Cr
Deepest Drawdown
−15.92%
−26.06%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
17.26%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 2% · M 12% · S 84%
Number of Stocks
27
32
Portfolio P/E
—
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%