Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
0.45%
7.61%
1 Year
16.80%
−0.76%
3 Years
15.56%
11.28%
5 Years
—
9.58%
Since Inception
15.35%
11.67%
Fund Age
3 yrs 6 mo
7 yrs 11 mo
AUM
₹61.98 Cr
₹12.5 Cr
Alpha – 1 Year
17.23%
−3.74%
Alpha – 3 Years
6.99%
−0.61%
Information Ratio – 3 Years
1.06
-0.06
Volatility – 1 Year
17.17%
20.02%
Volatility – 3 Years
13.50%
16.21%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.68
-0.22
Sharpe Ratio – 3 Years
0.75
0.41
Worst Rolling Year
15.00%
8.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−15.92%
−24.66%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 31% · S 18%
L 36% · M 30% · S 35%
Number of Stocks
27
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%