Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
0.12%
6 Months
26.95%
7.25%
1 Year
13.12%
6.76%
3 Years
17.80%
11.27%
5 Years
15.04%
11.24%
Since Inception
22.70%
13.42%
Fund Age
8 yrs
5 yrs 6 mo
AUM
₹357.26 Cr
₹440.57 Cr
Alpha – 1 Year
10.14%
2.04%
Alpha – 3 Years
5.90%
−0.82%
Information Ratio – 3 Years
0.31
-0.13
Volatility – 1 Year
32.38%
18.95%
Volatility – 3 Years
25.45%
15.52%
Beta – 1 Year
1.68
1.06
Beta – 3 Years
1.37
0.94
Sharpe Ratio – 1 Year
0.36
0.16
Sharpe Ratio – 3 Years
0.56
0.43
Worst Rolling Year
11.19%
10.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−26.50%
−18.28%
Recovery Period
80 days
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 43% · M 35% · S 19%
Number of Stocks
42
28
Portfolio P/E
42.01
42.47
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%