Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
2.63%
6 Months
10.30%
13.11%
1 Year
9.97%
15.44%
3 Years
—
15.82%
5 Years
—
15.29%
Since Inception
11.50%
15.37%
Fund Age
2 yrs 11 mo
9 yrs 4 mo
AUM
₹52.29 Cr
₹32.48 Cr
Alpha – 1 Year
5.25%
10.72%
Alpha – 3 Years
—
3.73%
Information Ratio – 3 Years
—
0.69
Volatility – 1 Year
19.66%
17.99%
Volatility – 3 Years
18.26%
17.45%
Beta – 1 Year
1.10
0.99
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.31
0.59
Sharpe Ratio – 3 Years
0.41
0.71
Worst Rolling Year
—
-6.27%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−23.91%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
—
92.43%
Median Rolling Year
—
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 27% · S 52%
L 8% · M 22% · S 44%
Number of Stocks
30
30
Portfolio P/E
30.87
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%