Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
0.45%
6.00%
1 Year
16.80%
4.90%
3 Years
15.56%
18.50%
5 Years
—
—
Since Inception
15.35%
16.60%
Fund Age
3 yrs 6 mo
3 yrs
AUM
₹61.98 Cr
₹209.72 Cr
Alpha – 1 Year
17.23%
0.20%
Alpha – 3 Years
6.99%
6.40%
Information Ratio – 3 Years
1.06
1.16
Volatility – 1 Year
17.17%
19.79%
Volatility – 3 Years
13.50%
17.07%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.68
0.07
Sharpe Ratio – 3 Years
0.75
0.81
Worst Rolling Year
15.00%
18.52%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−15.92%
−19.68%
Recovery Period
158 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 43% · M 31% · S 18%
L 67% · M 33%
Number of Stocks
27
24
Portfolio P/E
—
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%