Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Pace - Secure
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%
−0.11%
6 Months
0.45%
2.89%
1 Year
16.80%
7.86%
3 Years
15.56%
10.62%
5 Years
—
10.19%
Since Inception
15.35%
9.46%
Fund Age
3 yrs 6 mo
5 yrs 7 mo
AUM
₹61.98 Cr
₹158.06 Cr
Alpha – 1 Year
17.23%
−1.70%
Alpha – 3 Years
6.99%
0.86%
Information Ratio – 3 Years
1.06
0.37
Volatility – 1 Year
17.17%
1.80%
Volatility – 3 Years
13.50%
3.43%
Beta – 1 Year
0.94
0.81
Beta – 3 Years
0.87
0.63
Sharpe Ratio – 1 Year
0.68
1.30
Sharpe Ratio – 3 Years
0.75
1.53
Worst Rolling Year
15.00%
8.14%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−15.92%
—
Recovery Period
158 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
—
Number of Stocks
27
—
Portfolio P/E
—
—
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%
—
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%