Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
ORO-Alpha Value
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%
0.44%
6 Months
0.45%
5.47%
1 Year
16.80%
6.35%
3 Years
15.56%
—
5 Years
—
—
Since Inception
15.35%
6.04%
Fund Age
3 yrs 6 mo
3 yrs 8 mo
AUM
₹61.98 Cr
₹1.28 Cr
Alpha – 1 Year
17.23%
3.37%
Alpha – 3 Years
6.99%
—
Information Ratio – 3 Years
1.06
—
Volatility – 1 Year
17.17%
17.26%
Volatility – 3 Years
13.50%
15.80%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.68
0.12
Sharpe Ratio – 3 Years
0.75
0.10
Worst Rolling Year
15.00%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−15.92%
−17.83%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.26%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 31% · S 18%
L 42% · M 17% · S 27%
Number of Stocks
27
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%