Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
1.32%
6 Months
7.25%
7.54%
1 Year
6.76%
8.20%
3 Years
11.27%
—
5 Years
11.24%
—
Since Inception
13.42%
2.83%
Fund Age
5 yrs 6 mo
14 mo
AUM
₹440.57 Cr
₹18.5 Cr
Alpha – 1 Year
2.04%
3.48%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
-0.13
—
Volatility – 1 Year
18.95%
18.53%
Volatility – 3 Years
15.52%
—
Beta – 1 Year
1.06
1.05
Beta – 3 Years
0.94
—
Sharpe Ratio – 1 Year
0.16
0.23
Sharpe Ratio – 3 Years
0.43
—
Worst Rolling Year
10.24%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−18.28%
−14.67%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.51%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
L 47% · M 18% · S 29%
Number of Stocks
28
15
Portfolio P/E
42.47
—
Top 5 Holdings
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—