Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.20%
2.21%
6 Months
0.45%
21.04%
1 Year
16.80%
21.34%
3 Years
15.56%
19.08%
5 Years
—
23.67%
Since Inception
15.35%
—
Fund Age
3 yrs 6 mo
6 yrs 4 mo
AUM
₹61.98 Cr
₹364.08 Cr
Alpha – 1 Year
17.23%
21.69%
Alpha – 3 Years
6.99%
10.08%
Information Ratio – 3 Years
1.06
0.52
Volatility – 1 Year
17.17%
32.28%
Volatility – 3 Years
13.50%
28.08%
Beta – 1 Year
0.94
1.47
Beta – 3 Years
0.87
1.60
Sharpe Ratio – 1 Year
0.68
0.58
Sharpe Ratio – 3 Years
0.75
0.57
Worst Rolling Year
15.00%
15.61%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−15.92%
−31.98%
Recovery Period
158 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%