Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
SBI MF - ESG Portfolio
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%
2.26%
6 Months
0.45%
18.40%
1 Year
16.80%
9.21%
3 Years
15.56%
13.13%
5 Years
—
13.39%
Since Inception
15.35%
14.83%
Fund Age
3 yrs 6 mo
10 yrs
AUM
₹61.98 Cr
₹666.2 Cr
Alpha – 1 Year
17.23%
9.64%
Alpha – 3 Years
6.99%
4.56%
Information Ratio – 3 Years
1.06
0.38
Volatility – 1 Year
17.17%
18.95%
Volatility – 3 Years
13.50%
16.01%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.87
0.90
Sharpe Ratio – 1 Year
0.68
0.27
Sharpe Ratio – 3 Years
0.75
0.52
Worst Rolling Year
15.00%
-3.31%
Value at Worst Rolling Year
₹1.15 Cr
₹0.97 Cr
Deepest Drawdown
−15.92%
−20.80%
Recovery Period
158 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
17.26%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 13% · M 17% · S 66%
Number of Stocks
27
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%
1% / 0% / 0%