Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.20%
6.38%
6 Months
0.45%
30.29%
1 Year
16.80%
21.45%
3 Years
15.56%
18.94%
5 Years
—
—
Since Inception
15.35%
23.25%
Fund Age
3 yrs 6 mo
3 yrs 1 mo
AUM
₹61.98 Cr
₹185.04 Cr
Alpha – 1 Year
17.23%
16.73%
Alpha – 3 Years
6.99%
6.85%
Information Ratio – 3 Years
1.06
0.59
Volatility – 1 Year
17.17%
29.11%
Volatility – 3 Years
13.50%
25.42%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
0.87
1.13
Sharpe Ratio – 1 Year
0.68
0.62
Sharpe Ratio – 3 Years
0.75
0.60
Worst Rolling Year
15.00%
18.95%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−15.92%
−27.74%
Recovery Period
158 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
20.62%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 43% · M 31% · S 18%
—
Number of Stocks
27
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%