Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
0.45%
11.98%
1 Year
16.80%
18.12%
3 Years
15.56%
18.24%
5 Years
—
—
Since Inception
15.35%
20.21%
Fund Age
3 yrs 6 mo
4 yrs 8 mo
AUM
₹61.98 Cr
₹424.87 Cr
Alpha – 1 Year
17.23%
13.40%
Alpha – 3 Years
6.99%
6.15%
Information Ratio – 3 Years
1.06
0.85
Volatility – 1 Year
17.17%
22.44%
Volatility – 3 Years
13.50%
19.69%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
0.87
1.10
Sharpe Ratio – 1 Year
0.68
0.61
Sharpe Ratio – 3 Years
0.75
0.80
Worst Rolling Year
15.00%
18.24%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
−15.92%
−25.57%
Recovery Period
158 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
M 1% · S 89%
Number of Stocks
27
30
Portfolio P/E
—
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
1.35% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%