Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
HSBC Aspire Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.01%
6 Months
3.88%
10.30%
1 Year
−7.98%
9.97%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
11.50%
Fund Age
5 yrs 3 mo
2 yrs 11 mo
AUM
₹106.37 Cr
₹52.29 Cr
Alpha – 1 Year
−10.96%
5.25%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
19.66%
Volatility – 3 Years
17.59%
18.26%
Beta – 1 Year
0.79
1.10
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.31
Sharpe Ratio – 3 Years
0.42
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−23.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 27% · S 52%
Number of Stocks
—
30
Portfolio P/E
—
30.87
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Max Financial Services Ltd · 5.56%
Manappuram Finance Ltd · 4.94%
Welspun Corp Ltd · 4.43%
Fortis Healthcare Ltd · 4.06%
Aadhar Housing Finance Ltd · 3.55%
Top Sectors
—
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%