Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
HSBC Aspire Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.61%
3.01%
6 Months
4.03%
10.30%
1 Year
4.49%
9.97%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
11.50%
Fund Age
4 yrs
2 yrs 11 mo
AUM
₹303 Cr
₹52.29 Cr
Alpha – 1 Year
4.92%
5.25%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
19.66%
Volatility – 3 Years
14.15%
18.26%
Beta – 1 Year
0.98
1.10
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
0.31
Sharpe Ratio – 3 Years
0.64
0.41
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−23.91%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
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
—
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
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%