Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.01%
1.24%
6 Months
10.30%
7.09%
1 Year
9.97%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
11.50%
19.75%
Fund Age
2 yrs 11 mo
4 yrs 2 mo
AUM
₹52.29 Cr
₹49.8 Cr
Alpha – 1 Year
5.25%
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
19.66%
7.36%
Volatility – 3 Years
18.26%
8.69%
Beta – 1 Year
1.10
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.31
1.55
Sharpe Ratio – 3 Years
0.41
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−23.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
—
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%
—
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%