Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
NBC - Seeking Alpha
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%
3.51%
6 Months
0.45%
12.65%
1 Year
16.80%
22.80%
3 Years
15.56%
18.05%
5 Years
—
41.98%
Since Inception
15.35%
7.54%
Fund Age
3 yrs 6 mo
9 yrs 2 mo
AUM
₹61.98 Cr
₹9.17 Cr
Alpha – 1 Year
17.23%
24.84%
Alpha – 3 Years
6.99%
11.40%
Information Ratio – 3 Years
1.06
—
Volatility – 1 Year
17.17%
21.50%
Volatility – 3 Years
13.50%
17.94%
Beta – 1 Year
0.94
—
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.68
0.82
Sharpe Ratio – 3 Years
0.75
0.76
Worst Rolling Year
15.00%
-34.33%
Value at Worst Rolling Year
₹1.15 Cr
₹0.66 Cr
Deepest Drawdown
−15.92%
−18.33%
Recovery Period
158 days
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
17.26%
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 43% · M 31% · S 18%
L 13% · M 14% · S 73%
Number of Stocks
27
18
Portfolio P/E
—
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
1.35% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%