Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.01%
1.47%
6 Months
10.30%
5.42%
1 Year
9.97%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
11.50%
11.08%
Fund Age
2 yrs 11 mo
9 yrs 11 mo
AUM
₹52.29 Cr
₹66.05 Cr
Alpha – 1 Year
5.25%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
19.66%
17.05%
Volatility – 3 Years
18.26%
14.23%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.31
0.31
Sharpe Ratio – 3 Years
0.41
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−23.91%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 27% · S 52%
L 84% · M 12%
Number of Stocks
30
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—