Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
NMR GROWTH STRATEGY
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.01%
5.30%
6 Months
10.30%
39.16%
1 Year
9.97%
20.20%
3 Years
—
—
5 Years
—
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Since Inception
11.50%
17.87%
Fund Age
2 yrs 11 mo
19 mo
AUM
₹52.29 Cr
₹82.38 Cr
Alpha – 1 Year
5.25%
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
34.86%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.10
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.31
0.53
Sharpe Ratio – 3 Years
0.41
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.91%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 27% · S 52%
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Number of Stocks
30
—
Portfolio P/E
30.87
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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