Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
11.42%
6 Months
0.45%
35.03%
1 Year
16.80%
37.21%
3 Years
15.56%
27.05%
5 Years
—
21.76%
Since Inception
15.35%
19.33%
Fund Age
3 yrs 6 mo
6 yrs 10 mo
AUM
₹61.98 Cr
₹2,975 Cr
Alpha – 1 Year
17.23%
23.77%
Alpha – 3 Years
6.99%
6.78%
Information Ratio – 3 Years
1.06
5.24
Volatility – 1 Year
17.17%
18.59%
Volatility – 3 Years
13.50%
19.39%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
0.87
1.12
Sharpe Ratio – 1 Year
0.68
1.44
Sharpe Ratio – 3 Years
0.75
0.98
Worst Rolling Year
15.00%
-6.18%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−15.92%
—
Recovery Period
158 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
17.26%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
—
Number of Stocks
27
14
Portfolio P/E
—
25.70
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%
3% / 2% / 1%