Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.01%
2.52%
6 Months
10.30%
12.02%
1 Year
9.97%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
11.50%
2.03%
Fund Age
2 yrs 11 mo
1 yr 10 mo
AUM
₹52.29 Cr
₹167.29 Cr
Alpha – 1 Year
5.25%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
26.96%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.10
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.31
0.10
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.91%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
M 5% · S 94%
Number of Stocks
30
20
Portfolio P/E
30.87
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%