Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
0.18%
6 Months
10.30%
10.94%
1 Year
9.97%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
11.50%
27.03%
Fund Age
2 yrs 11 mo
5 yrs 11 mo
AUM
₹52.29 Cr
₹298.71 Cr
Alpha – 1 Year
5.25%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
19.66%
27.68%
Volatility – 3 Years
18.26%
23.40%
Beta – 1 Year
1.10
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.31
-0.03
Sharpe Ratio – 3 Years
0.41
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.91%
—
Recovery Period
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 2% · M 2% · S 86%
Number of Stocks
30
36
Portfolio P/E
30.87
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%