Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
3.12%
6 Months
10.30%
20.18%
1 Year
9.97%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
11.50%
21.17%
Fund Age
2 yrs 11 mo
3 yrs 2 mo
AUM
₹52.29 Cr
₹171.55 Cr
Alpha – 1 Year
5.25%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
19.66%
24.39%
Volatility – 3 Years
18.26%
21.61%
Beta – 1 Year
1.10
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.31
0.55
Sharpe Ratio – 3 Years
0.41
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−23.91%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
L 4% · M 4% · S 88%
Number of Stocks
30
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%