Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
7.03%
6 Months
10.30%
31.10%
1 Year
9.97%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
11.50%
15.58%
Fund Age
2 yrs 11 mo
16 yrs 9 mo
AUM
₹52.29 Cr
₹132.42 Cr
Alpha – 1 Year
5.25%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
19.66%
26.74%
Volatility – 3 Years
18.26%
21.32%
Beta – 1 Year
1.10
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.31
1.52
Sharpe Ratio – 3 Years
0.41
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−23.91%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 16% · M 27% · S 52%
M 9% · S 83%
Number of Stocks
30
26
Portfolio P/E
30.87
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%