Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Karma - Wealth Builder
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%
4.30%
6 Months
7.25%
9.50%
1 Year
6.76%
10.30%
3 Years
11.27%
13.40%
5 Years
11.24%
13.85%
Since Inception
13.42%
12.90%
Fund Age
5 yrs 6 mo
19 yrs 8 mo
AUM
₹440.57 Cr
₹295.65 Cr
Alpha – 1 Year
2.04%
5.60%
Alpha – 3 Years
−0.82%
1.30%
Information Ratio – 3 Years
-0.13
0.46
Volatility – 1 Year
18.95%
20.18%
Volatility – 3 Years
15.52%
17.30%
Beta – 1 Year
1.06
1.09
Beta – 3 Years
0.94
1.05
Sharpe Ratio – 1 Year
0.16
0.32
Sharpe Ratio – 3 Years
0.43
0.49
Worst Rolling Year
10.24%
-20.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−18.28%
−12.92%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
15.51%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 43% · M 35% · S 19%
L 21% · M 15% · S 62%
Number of Stocks
28
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –