Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.01%
0.77%
6 Months
10.30%
11.30%
1 Year
9.97%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
11.50%
10.85%
Fund Age
2 yrs 11 mo
2 yrs 5 mo
AUM
₹52.29 Cr
₹45.96 Cr
Alpha – 1 Year
5.25%
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
21.88%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.10
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.31
0.12
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.91%
−19.87%
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%
L 12% · M 4% · S 66%
Number of Stocks
30
39
Portfolio P/E
30.87
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%