Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Sameeksha - Equity Fund
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%
−0.38%
6 Months
0.45%
11.48%
1 Year
16.80%
7.29%
3 Years
15.56%
16.29%
5 Years
—
16.45%
Since Inception
15.35%
20.67%
Fund Age
3 yrs 6 mo
10 yrs 4 mo
AUM
₹61.98 Cr
₹1,333.94 Cr
Alpha – 1 Year
17.23%
2.57%
Alpha – 3 Years
6.99%
4.20%
Information Ratio – 3 Years
1.06
0.52
Volatility – 1 Year
17.17%
21.33%
Volatility – 3 Years
13.50%
16.22%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.87
0.93
Sharpe Ratio – 1 Year
0.68
0.18
Sharpe Ratio – 3 Years
0.75
0.69
Worst Rolling Year
15.00%
-0.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.99 Cr
Deepest Drawdown
−15.92%
−19.36%
Recovery Period
158 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
17.26%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
—
Number of Stocks
27
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%