Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
−1.73%
6 Months
10.30%
6.62%
1 Year
9.97%
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
11.50%
12.37%
Fund Age
2 yrs 11 mo
4 yrs 2 mo
AUM
₹52.29 Cr
₹134.62 Cr
Alpha – 1 Year
5.25%
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
19.66%
21.69%
Volatility – 3 Years
18.26%
21.88%
Beta – 1 Year
1.10
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.31
0.02
Sharpe Ratio – 3 Years
0.41
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−23.91%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
—
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%
—
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%