Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
3.17%
6 Months
0.45%
10.91%
1 Year
16.80%
10.45%
3 Years
15.56%
10.60%
5 Years
—
10.74%
Since Inception
15.35%
18.07%
Fund Age
3 yrs 6 mo
9 yrs 2 mo
AUM
₹61.98 Cr
₹11,464.61 Cr
Alpha – 1 Year
17.23%
5.73%
Alpha – 3 Years
6.99%
−1.49%
Information Ratio – 3 Years
1.06
-0.11
Volatility – 1 Year
17.17%
18.78%
Volatility – 3 Years
13.50%
16.83%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.87
1.02
Sharpe Ratio – 1 Year
0.68
0.34
Sharpe Ratio – 3 Years
0.75
0.37
Worst Rolling Year
15.00%
4.89%
Value at Worst Rolling Year
₹1.15 Cr
₹1.05 Cr
Deepest Drawdown
−15.92%
−19.94%
Recovery Period
158 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 24% · M 11% · S 66%
Number of Stocks
27
—
Portfolio P/E
—
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
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%