Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Sundaram Alternate - SISOP
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%
5.72%
6 Months
0.45%
23.48%
1 Year
16.80%
38.68%
3 Years
15.56%
26.01%
5 Years
—
16.58%
Since Inception
15.35%
18.98%
Fund Age
3 yrs 6 mo
16 yrs 6 mo
AUM
₹61.98 Cr
₹1,885.18 Cr
Alpha – 1 Year
17.23%
33.96%
Alpha – 3 Years
6.99%
13.92%
Information Ratio – 3 Years
1.06
1.27
Volatility – 1 Year
17.17%
28.06%
Volatility – 3 Years
13.50%
20.41%
Beta – 1 Year
0.94
1.39
Beta – 3 Years
0.87
1.06
Sharpe Ratio – 1 Year
0.68
1.12
Sharpe Ratio – 3 Years
0.75
1.06
Worst Rolling Year
15.00%
-4.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−15.92%
−18.24%
Recovery Period
158 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
17.26%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 43% · M 31% · S 18%
L 40% · M 32% · S 24%
Number of Stocks
27
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%