Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
4.30%
6 Months
10.30%
9.50%
1 Year
9.97%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
11.50%
12.90%
Fund Age
2 yrs 11 mo
19 yrs 8 mo
AUM
₹52.29 Cr
₹295.65 Cr
Alpha – 1 Year
5.25%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
19.66%
20.18%
Volatility – 3 Years
18.26%
17.30%
Beta – 1 Year
1.10
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.31
0.32
Sharpe Ratio – 3 Years
0.41
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−23.91%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 16% · M 27% · S 52%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –