Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
HSBC Aspire Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
12.27%
6 Months
10.30%
−1.13%
1 Year
9.97%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
11.50%
13.07%
Fund Age
2 yrs 11 mo
15 yrs 3 mo
AUM
₹52.29 Cr
—
Alpha – 1 Year
5.25%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
19.66%
20.58%
Volatility – 3 Years
18.26%
16.59%
Beta – 1 Year
1.10
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.31
0.15
Sharpe Ratio – 3 Years
0.41
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−23.91%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 27% · S 52%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
30.87
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%