Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Solidarity Advisors - Prudence
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%
8.45%
6 Months
0.45%
29.49%
1 Year
16.80%
37.09%
3 Years
15.56%
18.49%
5 Years
—
12.39%
Since Inception
15.35%
18.64%
Fund Age
3 yrs 6 mo
10 yrs 3 mo
AUM
₹61.98 Cr
₹1,760.35 Cr
Alpha – 1 Year
17.23%
32.37%
Alpha – 3 Years
6.99%
6.40%
Information Ratio – 3 Years
1.06
0.52
Volatility – 1 Year
17.17%
25.02%
Volatility – 3 Years
13.50%
18.27%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
0.87
0.89
Sharpe Ratio – 1 Year
0.68
1.18
Sharpe Ratio – 3 Years
0.75
0.74
Worst Rolling Year
15.00%
-0.28%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−15.92%
−13.15%
Recovery Period
158 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
17.26%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 11% · S 71%
Number of Stocks
27
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%