Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
0.12%
6 Months
2.87%
7.25%
1 Year
8.13%
6.76%
3 Years
16.18%
11.27%
5 Years
18.39%
11.24%
Since Inception
20.76%
13.42%
Fund Age
10 yrs
5 yrs 6 mo
AUM
₹12,257.23 Cr
₹440.57 Cr
Alpha – 1 Year
5.15%
2.04%
Alpha – 3 Years
4.29%
−0.82%
Information Ratio – 3 Years
0.41
-0.13
Volatility – 1 Year
17.45%
18.95%
Volatility – 3 Years
14.35%
15.52%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
0.87
0.94
Sharpe Ratio – 1 Year
0.22
0.16
Sharpe Ratio – 3 Years
0.68
0.43
Worst Rolling Year
-5.58%
10.24%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−13.15%
−18.28%
Recovery Period
92 days
489 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 43% · M 35% · S 19%
Number of Stocks
40
28
Portfolio P/E
24.82
42.47
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%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%