Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
0.45%
31.10%
1 Year
16.80%
52.47%
3 Years
15.56%
17.74%
5 Years
—
16.38%
Since Inception
15.35%
15.58%
Fund Age
3 yrs 6 mo
16 yrs 9 mo
AUM
₹61.98 Cr
₹132.42 Cr
Alpha – 1 Year
17.23%
47.75%
Alpha – 3 Years
6.99%
5.65%
Information Ratio – 3 Years
1.06
0.46
Volatility – 1 Year
17.17%
26.74%
Volatility – 3 Years
13.50%
21.32%
Beta – 1 Year
0.94
1.30
Beta – 3 Years
0.87
0.97
Sharpe Ratio – 1 Year
0.68
1.52
Sharpe Ratio – 3 Years
0.75
0.68
Worst Rolling Year
15.00%
-15.93%
Value at Worst Rolling Year
₹1.15 Cr
₹0.84 Cr
Deepest Drawdown
−15.92%
−20.79%
Recovery Period
158 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
17.26%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 43% · M 31% · S 18%
M 9% · S 83%
Number of Stocks
27
26
Portfolio P/E
—
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%