Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
0.12%
6 Months
7.53%
7.25%
1 Year
10.69%
6.76%
3 Years
9.96%
11.27%
5 Years
10.97%
11.24%
Since Inception
20.53%
13.42%
Fund Age
14 yrs 7 mo
5 yrs 6 mo
AUM
₹132.39 Cr
₹440.57 Cr
Alpha – 1 Year
5.97%
2.04%
Alpha – 3 Years
−2.13%
−0.82%
Information Ratio – 3 Years
-0.28
-0.13
Volatility – 1 Year
20.88%
18.95%
Volatility – 3 Years
19.08%
15.52%
Beta – 1 Year
1.15
1.06
Beta – 3 Years
1.12
0.94
Sharpe Ratio – 1 Year
0.34
0.16
Sharpe Ratio – 3 Years
0.32
0.43
Worst Rolling Year
-4.87%
10.24%
Value at Worst Rolling Year
₹0.95 Cr
₹1.10 Cr
Deepest Drawdown
−22.42%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 43% · M 35% · S 19%
Number of Stocks
23
28
Portfolio P/E
60.38
42.47
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
—
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%