Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Ksema - Alpha
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%
1.08%
6 Months
7.25%
1.74%
1 Year
6.76%
10.49%
3 Years
11.27%
12.80%
5 Years
11.24%
12.91%
Since Inception
13.42%
15.37%
Fund Age
5 yrs 6 mo
7 yrs 7 mo
AUM
₹440.57 Cr
₹15.96 Cr
Alpha – 1 Year
2.04%
10.84%
Alpha – 3 Years
−0.82%
3.80%
Information Ratio – 3 Years
-0.13
0.47
Volatility – 1 Year
18.95%
19.22%
Volatility – 3 Years
15.52%
17.53%
Beta – 1 Year
1.06
1.18
Beta – 3 Years
0.94
1.15
Sharpe Ratio – 1 Year
0.16
0.34
Sharpe Ratio – 3 Years
0.43
0.48
Worst Rolling Year
10.24%
12.46%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−18.28%
−19.38%
Recovery Period
489 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 35% · S 19%
L 64% · M 15% · S 21%
Number of Stocks
28
38
Portfolio P/E
42.47
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%