Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
3.74%
6 Months
10.30%
1.17%
1 Year
9.97%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
11.50%
16.58%
Fund Age
2 yrs 11 mo
4 yrs 5 mo
AUM
₹52.29 Cr
₹72.15 Cr
Alpha – 1 Year
5.25%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
18.13%
Volatility – 3 Years
18.26%
18.07%
Beta – 1 Year
1.10
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.31
0.61
Sharpe Ratio – 3 Years
0.41
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−23.91%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
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
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%