Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
−0.96%
6 Months
0.45%
0.48%
1 Year
16.80%
5.92%
3 Years
15.56%
7.42%
5 Years
—
7.02%
Since Inception
15.35%
14.49%
Fund Age
3 yrs 6 mo
14 yrs 5 mo
AUM
₹61.98 Cr
₹332.27 Cr
Alpha – 1 Year
17.23%
6.27%
Alpha – 3 Years
6.99%
−1.58%
Information Ratio – 3 Years
1.06
-0.22
Volatility – 1 Year
17.17%
17.19%
Volatility – 3 Years
13.50%
15.80%
Beta – 1 Year
0.94
1.07
Beta – 3 Years
0.87
1.06
Sharpe Ratio – 1 Year
0.68
0.12
Sharpe Ratio – 3 Years
0.75
0.21
Worst Rolling Year
15.00%
-8.23%
Value at Worst Rolling Year
₹1.15 Cr
₹0.92 Cr
Deepest Drawdown
−15.92%
−19.80%
Recovery Period
158 days
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
17.26%
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 58% · M 13% · S 28%
Number of Stocks
27
27
Portfolio P/E
—
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%