Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.12%
6 Months
0.51%
7.25%
1 Year
12.01%
6.76%
3 Years
12.45%
11.27%
5 Years
—
11.24%
Since Inception
12.40%
13.42%
Fund Age
3 yrs
5 yrs 6 mo
AUM
₹22.7 Cr
₹440.57 Cr
Alpha – 1 Year
12.36%
2.04%
Alpha – 3 Years
3.45%
−0.82%
Information Ratio – 3 Years
0.50
-0.13
Volatility – 1 Year
19.89%
18.95%
Volatility – 3 Years
17.57%
15.52%
Beta – 1 Year
1.18
1.06
Beta – 3 Years
1.20
0.94
Sharpe Ratio – 1 Year
0.40
0.16
Sharpe Ratio – 3 Years
0.46
0.43
Worst Rolling Year
12.43%
10.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 43% · M 35% · S 19%
Number of Stocks
—
28
Portfolio P/E
—
42.47
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%