Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
NMR GROWTH STRATEGY
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%
5.30%
6 Months
0.45%
39.16%
1 Year
16.80%
20.20%
3 Years
15.56%
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5 Years
—
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Since Inception
15.35%
17.87%
Fund Age
3 yrs 6 mo
19 mo
AUM
₹61.98 Cr
₹82.38 Cr
Alpha – 1 Year
17.23%
15.48%
Alpha – 3 Years
6.99%
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Information Ratio – 3 Years
1.06
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Volatility – 1 Year
17.17%
34.86%
Volatility – 3 Years
13.50%
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Beta – 1 Year
0.94
1.65
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.68
0.53
Sharpe Ratio – 3 Years
0.75
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Worst Rolling Year
15.00%
—
Value at Worst Rolling Year
₹1.15 Cr
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Deepest Drawdown
−15.92%
−24.64%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.26%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
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Number of Stocks
27
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Portfolio P/E
—
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
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Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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