Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Invesco - Challengers
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%
1.41%
6 Months
7.25%
13.18%
1 Year
6.76%
2.91%
3 Years
11.27%
14.27%
5 Years
11.24%
—
Since Inception
13.42%
11.83%
Fund Age
5 yrs 6 mo
4 yrs 11 mo
AUM
₹440.57 Cr
₹31.01 Cr
Alpha – 1 Year
2.04%
−1.81%
Alpha – 3 Years
−0.82%
2.18%
Information Ratio – 3 Years
-0.13
0.24
Volatility – 1 Year
18.95%
18.67%
Volatility – 3 Years
15.52%
17.11%
Beta – 1 Year
1.06
0.97
Beta – 3 Years
0.94
0.95
Sharpe Ratio – 1 Year
0.16
-0.04
Sharpe Ratio – 3 Years
0.43
0.56
Worst Rolling Year
10.24%
12.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−18.28%
−24.73%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
L 37% · M 30% · S 33%
Number of Stocks
28
26
Portfolio P/E
42.47
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—