Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
4.93%
6 Months
10.30%
2.72%
1 Year
9.97%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
11.50%
17.02%
Fund Age
2 yrs 11 mo
6 yrs 11 mo
AUM
₹52.29 Cr
₹261.05 Cr
Alpha – 1 Year
5.25%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
19.66%
17.62%
Volatility – 3 Years
18.26%
15.64%
Beta – 1 Year
1.10
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.31
0.97
Sharpe Ratio – 3 Years
0.41
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−23.91%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 27% · S 52%
L 28% · M 19% · S 43%
Number of Stocks
30
18
Portfolio P/E
30.87
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%