Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.01%
0.30%
6 Months
10.30%
26.99%
1 Year
9.97%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
11.50%
35.84%
Fund Age
2 yrs 11 mo
4 yrs 3 mo
AUM
₹52.29 Cr
₹521.91 Cr
Alpha – 1 Year
5.25%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
31.27%
Volatility – 3 Years
18.26%
25.96%
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.31
0.72
Sharpe Ratio – 3 Years
0.41
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−23.91%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
—
Number of Stocks
30
49
Portfolio P/E
30.87
21.17
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%
—
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—