Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.01%
2.59%
6 Months
10.30%
−7.48%
1 Year
9.97%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
11.50%
2.29%
Fund Age
2 yrs 11 mo
16 mo
AUM
₹52.29 Cr
₹10.89 Cr
Alpha – 1 Year
5.25%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
13.82%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.10
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.31
-0.12
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.91%
−13.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
L 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%