Portfolio Management Services (PMS)Compare Schemes
Fyers Genesis Fund vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
Fyers Genesis Fund
HSBC Aspire Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.54%
3.01%
6 Months
6.09%
10.30%
1 Year
5.87%
9.97%
3 Years
—
—
5 Years
—
—
Since Inception
3.02%
11.50%
Fund Age
1 yr 11 mo
2 yrs 11 mo
AUM
₹16.43 Cr
₹52.29 Cr
Alpha – 1 Year
1.15%
5.25%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.36%
19.66%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
1.09
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.31
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.63%
−23.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 76%
L 16% · M 27% · S 52%
Number of Stocks
24
30
Portfolio P/E
25.89
30.87
Top 5 Holdings
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
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
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%