Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.01%
10.96%
6 Months
10.30%
14.84%
1 Year
9.97%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
11.50%
20.33%
Fund Age
2 yrs 11 mo
3 yrs
AUM
₹52.29 Cr
₹214.05 Cr
Alpha – 1 Year
5.25%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
19.66%
22.29%
Volatility – 3 Years
18.26%
21.03%
Beta – 1 Year
1.10
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.31
0.57
Sharpe Ratio – 3 Years
0.41
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−23.91%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 27% · S 52%
L 12% · M 21% · S 55%
Number of Stocks
30
25
Portfolio P/E
30.87
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%