Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
0.45%
9.86%
1 Year
16.80%
32.16%
3 Years
15.56%
19.13%
5 Years
—
12.16%
Since Inception
15.35%
16.12%
Fund Age
3 yrs 6 mo
5 yrs 10 mo
AUM
₹61.98 Cr
₹170.31 Cr
Alpha – 1 Year
17.23%
27.44%
Alpha – 3 Years
6.99%
7.04%
Information Ratio – 3 Years
1.06
0.58
Volatility – 1 Year
17.17%
17.07%
Volatility – 3 Years
13.50%
17.73%
Beta – 1 Year
0.94
0.65
Beta – 3 Years
0.87
0.86
Sharpe Ratio – 1 Year
0.68
1.42
Sharpe Ratio – 3 Years
0.75
0.79
Worst Rolling Year
15.00%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−15.92%
−30.82%
Recovery Period
158 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
17.26%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 11% · M 1% · S 72%
Number of Stocks
27
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%