Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Investvalue India Winners Portfolio
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%
5.49%
6 Months
7.25%
—
1 Year
6.76%
—
3 Years
11.27%
—
5 Years
11.24%
—
Since Inception
13.42%
17.31%
Fund Age
5 yrs 6 mo
5 mo
AUM
₹440.57 Cr
₹30.77 Cr
Alpha – 1 Year
2.04%
—
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
-0.13
—
Volatility – 1 Year
18.95%
—
Volatility – 3 Years
15.52%
—
Beta – 1 Year
1.06
—
Beta – 3 Years
0.94
—
Sharpe Ratio – 1 Year
0.16
—
Sharpe Ratio – 3 Years
0.43
—
Worst Rolling Year
10.24%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−18.28%
—
Recovery Period
489 days
—
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 20% · M 23% · S 49%
Number of Stocks
28
20
Portfolio P/E
42.47
53.40
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%
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%