Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
7.67%
6 Months
10.30%
27.70%
1 Year
9.97%
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
11.50%
18.55%
Fund Age
2 yrs 11 mo
16 yrs 2 mo
AUM
₹52.29 Cr
₹1,022.92 Cr
Alpha – 1 Year
5.25%
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
19.66%
28.29%
Volatility – 3 Years
18.26%
20.76%
Beta – 1 Year
1.10
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.31
1.33
Sharpe Ratio – 3 Years
0.41
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−23.91%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 27% · S 52%
L 22% · M 32% · S 42%
Number of Stocks
30
26
Portfolio P/E
30.87
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%