Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.06%
0.12%
6 Months
4.58%
7.25%
1 Year
5.92%
6.76%
3 Years
—
11.27%
5 Years
—
11.24%
Since Inception
7.28%
13.42%
Fund Age
7 mo
5 yrs 6 mo
AUM
₹119.65 Cr
₹440.57 Cr
Alpha – 1 Year
—
2.04%
Alpha – 3 Years
—
−0.82%
Information Ratio – 3 Years
—
-0.13
Volatility – 1 Year
—
18.95%
Volatility – 3 Years
—
15.52%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
—
0.16
Sharpe Ratio – 3 Years
—
0.43
Worst Rolling Year
—
10.24%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−18.28%
Recovery Period
—
489 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 72% · M 12% · S 15%
L 43% · M 35% · S 19%
Number of Stocks
35
28
Portfolio P/E
—
42.47
Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
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 · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
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)
3% / 2% / 1%
0% / 0% / 0%