Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
0.78%
6 Months
10.30%
11.75%
1 Year
9.97%
−2.37%
3 Years
—
17.81%
5 Years
—
14.66%
Since Inception
11.50%
18.91%
Fund Age
2 yrs 11 mo
23 yrs 5 mo
AUM
₹52.29 Cr
₹3,220.2 Cr
Alpha – 1 Year
5.25%
−5.35%
Alpha – 3 Years
—
5.93%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
19.66%
21.49%
Volatility – 3 Years
18.26%
20.84%
Beta – 1 Year
1.10
1.07
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.31
-0.27
Sharpe Ratio – 3 Years
0.41
0.64
Worst Rolling Year
—
-7.44%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−23.91%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
94.32%
Median Rolling Year
—
14.52%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
L 28% · M 48% · S 19%
Number of Stocks
30
27
Portfolio P/E
30.87
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%