Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
HSBC Aspire Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
3.01%
6 Months
2.87%
10.30%
1 Year
8.13%
9.97%
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
11.50%
Fund Age
10 yrs
2 yrs 11 mo
AUM
₹12,257.23 Cr
₹52.29 Cr
Alpha – 1 Year
5.15%
5.25%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
19.66%
Volatility – 3 Years
14.35%
18.26%
Beta – 1 Year
0.98
1.10
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
0.31
Sharpe Ratio – 3 Years
0.68
0.41
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−23.91%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 16% · M 27% · S 52%
Number of Stocks
40
30
Portfolio P/E
24.82
30.87
Top 5 Holdings
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%