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Ayan Analytics Honeycomb PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Ayan Analytics Honeycomb PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the ETF investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.56.38 Cr.

Over the last 1 year, it delivered a strong return of 17.5%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

Ayan Analytics Honeycomb PMS Strategy or Investment Approach - PMS Details

Strategy Name

Honeycomb

Start Date

27 January 2023

Category

ETF

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.56.38 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Mahesh Gowande

1 Yr. Return

17.50%

3 Yr. Return

17.31%

5 Yr. Return

NA

Ayan Analytics Honeycomb Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

17

Top 5 Stocks%

51.70%

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Ayan Analytics Honeycomb PMS Strategy - Cost or Charges

Fixed Fees

1.35% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Ayan Analytics Honeycomb PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Cash & Equivalent

100.00%

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Ayan Analytics Honeycomb Portfolio Strategy - Top 5 Sectors

Customer ratings and reviews of Ayan Analytics Honeycomb PMS Strategy

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