Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Valtrust Momentum
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%
4.78%
6 Months
0.45%
15.08%
1 Year
16.80%
13.63%
3 Years
15.56%
16.91%
5 Years
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—
Since Inception
15.35%
23.12%
Fund Age
3 yrs 6 mo
3 yrs 7 mo
AUM
₹61.98 Cr
₹78.91 Cr
Alpha – 1 Year
17.23%
8.91%
Alpha – 3 Years
6.99%
4.82%
Information Ratio – 3 Years
1.06
0.40
Volatility – 1 Year
17.17%
20.25%
Volatility – 3 Years
13.50%
21.43%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.87
1.18
Sharpe Ratio – 1 Year
0.68
0.47
Sharpe Ratio – 3 Years
0.75
0.59
Worst Rolling Year
15.00%
15.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−15.92%
−29.56%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 31% · S 18%
L 15% · M 30% · S 55%
Number of Stocks
27
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%