Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
0.45%
27.88%
1 Year
16.80%
29.03%
3 Years
15.56%
18.18%
5 Years
—
15.45%
Since Inception
15.35%
16.74%
Fund Age
3 yrs 6 mo
10 yrs 9 mo
AUM
₹61.98 Cr
₹245.99 Cr
Alpha – 1 Year
17.23%
24.31%
Alpha – 3 Years
6.99%
6.09%
Information Ratio – 3 Years
1.06
0.49
Volatility – 1 Year
17.17%
21.97%
Volatility – 3 Years
13.50%
17.89%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.87
0.93
Sharpe Ratio – 1 Year
0.68
1.03
Sharpe Ratio – 3 Years
0.75
0.70
Worst Rolling Year
15.00%
1.53%
Value at Worst Rolling Year
₹1.15 Cr
₹1.02 Cr
Deepest Drawdown
−15.92%
−20.27%
Recovery Period
158 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 36% · M 27% · S 36%
Number of Stocks
27
44
Portfolio P/E
—
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%