Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
2.69%
6 Months
0.45%
5.24%
1 Year
16.80%
2.85%
3 Years
15.56%
13.52%
5 Years
—
17.79%
Since Inception
15.35%
13.89%
Fund Age
3 yrs 6 mo
8 yrs 4 mo
AUM
₹61.98 Cr
₹921.15 Cr
Alpha – 1 Year
17.23%
−1.87%
Alpha – 3 Years
6.99%
1.43%
Information Ratio – 3 Years
1.06
0.23
Volatility – 1 Year
17.17%
18.02%
Volatility – 3 Years
13.50%
16.70%
Beta – 1 Year
0.94
0.99
Beta – 3 Years
0.87
0.99
Sharpe Ratio – 1 Year
0.68
-0.03
Sharpe Ratio – 3 Years
0.75
0.54
Worst Rolling Year
15.00%
-0.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−15.92%
−22.85%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
17.26%
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 34% · M 28% · S 35%
Number of Stocks
27
35
Portfolio P/E
—
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%