Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.12%
2.10%
6 Months
7.25%
29.13%
1 Year
6.76%
20.96%
3 Years
11.27%
17.22%
5 Years
11.24%
—
Since Inception
13.42%
23.59%
Fund Age
5 yrs 6 mo
3 yrs 7 mo
AUM
₹440.57 Cr
₹147.56 Cr
Alpha – 1 Year
2.04%
16.24%
Alpha – 3 Years
−0.82%
5.13%
Information Ratio – 3 Years
-0.13
0.33
Volatility – 1 Year
18.95%
30.80%
Volatility – 3 Years
15.52%
25.65%
Beta – 1 Year
1.06
1.54
Beta – 3 Years
0.94
1.41
Sharpe Ratio – 1 Year
0.16
0.58
Sharpe Ratio – 3 Years
0.43
0.54
Worst Rolling Year
10.24%
15.38%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−18.28%
−28.52%
Recovery Period
489 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
L 63% · M 11% · S 17%
Number of Stocks
28
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%