Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
0.97%
6 Months
10.30%
6.33%
1 Year
9.97%
−0.99%
3 Years
—
6.26%
5 Years
—
6.47%
Since Inception
11.50%
5.18%
Fund Age
2 yrs 11 mo
19 yrs 5 mo
AUM
₹52.29 Cr
₹95.89 Cr
Alpha – 1 Year
5.25%
2.51%
Alpha – 3 Years
—
−2.73%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
19.66%
20.93%
Volatility – 3 Years
18.26%
17.77%
Beta – 1 Year
1.10
1.14
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.31
-0.20
Sharpe Ratio – 3 Years
0.41
0.23
Worst Rolling Year
—
-21.50%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−23.91%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
74.63%
Median Rolling Year
—
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 16% · M 27% · S 52%
L 77% · M 12% · S 11%
Number of Stocks
30
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%