Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
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
4.39%
0.12%
6 Months
8.65%
7.25%
1 Year
14.07%
6.76%
3 Years
8.50%
11.27%
5 Years
7.26%
11.24%
Since Inception
13.68%
13.42%
Fund Age
6 yrs 11 mo
5 yrs 6 mo
AUM
₹234.24 Cr
₹440.57 Cr
Alpha – 1 Year
9.35%
2.04%
Alpha – 3 Years
−3.59%
−0.82%
Information Ratio – 3 Years
-0.32
-0.13
Volatility – 1 Year
17.05%
18.95%
Volatility – 3 Years
19.82%
15.52%
Beta – 1 Year
0.90
1.06
Beta – 3 Years
1.09
0.94
Sharpe Ratio – 1 Year
0.55
0.16
Sharpe Ratio – 3 Years
0.25
0.43
Worst Rolling Year
4.86%
10.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−34.92%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 43% · M 35% · S 19%
Number of Stocks
70
28
Portfolio P/E
29.14
42.47
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
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 · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
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)
1% / 0% / 0%
0% / 0% / 0%