Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Oro-alpha compounders
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
2.98%
6 Months
10.30%
−0.13%
1 Year
9.97%
−2.80%
3 Years
—
13.20%
5 Years
—
—
Since Inception
11.50%
13.51%
Fund Age
2 yrs 11 mo
3 yrs 8 mo
AUM
₹52.29 Cr
₹30.6 Cr
Alpha – 1 Year
5.25%
−5.78%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.16
Volatility – 1 Year
19.66%
16.62%
Volatility – 3 Years
18.26%
16.99%
Beta – 1 Year
1.10
0.93
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.31
-0.42
Sharpe Ratio – 3 Years
0.41
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−23.91%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
L 44% · M 26% · S 17%
Number of Stocks
30
24
Portfolio P/E
30.87
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%