Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Turtle Wealth -Wealth 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%
4.93%
6 Months
0.45%
2.72%
1 Year
16.80%
22.88%
3 Years
15.56%
20.47%
5 Years
—
15.12%
Since Inception
15.35%
17.02%
Fund Age
3 yrs 6 mo
6 yrs 11 mo
AUM
₹61.98 Cr
₹261.05 Cr
Alpha – 1 Year
17.23%
18.16%
Alpha – 3 Years
6.99%
8.38%
Information Ratio – 3 Years
1.06
0.98
Volatility – 1 Year
17.17%
17.62%
Volatility – 3 Years
13.50%
15.64%
Beta – 1 Year
0.94
0.83
Beta – 3 Years
0.87
0.87
Sharpe Ratio – 1 Year
0.68
0.97
Sharpe Ratio – 3 Years
0.75
0.94
Worst Rolling Year
15.00%
7.22%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−15.92%
−19.96%
Recovery Period
158 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 28% · M 19% · S 43%
Number of Stocks
27
18
Portfolio P/E
—
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%