Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
7.67%
6 Months
0.45%
27.70%
1 Year
16.80%
47.52%
3 Years
15.56%
23.98%
5 Years
—
15.87%
Since Inception
15.35%
18.55%
Fund Age
3 yrs 6 mo
16 yrs 2 mo
AUM
₹61.98 Cr
₹1,022.92 Cr
Alpha – 1 Year
17.23%
42.80%
Alpha – 3 Years
6.99%
11.89%
Information Ratio – 3 Years
1.06
1.12
Volatility – 1 Year
17.17%
28.29%
Volatility – 3 Years
13.50%
20.76%
Beta – 1 Year
0.94
1.36
Beta – 3 Years
0.87
1.07
Sharpe Ratio – 1 Year
0.68
1.33
Sharpe Ratio – 3 Years
0.75
0.99
Worst Rolling Year
15.00%
-4.58%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−15.92%
−19.51%
Recovery Period
158 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
17.26%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 22% · M 32% · S 42%
Number of Stocks
27
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%