Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Right Horizons - Perennial
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%
−0.19%
6 Months
0.45%
11.46%
1 Year
16.80%
8.21%
3 Years
15.56%
12.09%
5 Years
—
11.81%
Since Inception
15.35%
13.34%
Fund Age
3 yrs 6 mo
5 yrs 3 mo
AUM
₹61.98 Cr
₹34.29 Cr
Alpha – 1 Year
17.23%
5.23%
Alpha – 3 Years
6.99%
0.21%
Information Ratio – 3 Years
1.06
0.17
Volatility – 1 Year
17.17%
24.84%
Volatility – 3 Years
13.50%
21.42%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.68
0.21
Sharpe Ratio – 3 Years
0.75
0.49
Worst Rolling Year
15.00%
7.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−15.92%
−34.77%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 5% · M 7% · S 69%
Number of Stocks
27
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%