Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
0.40%
6 Months
7.25%
4.60%
1 Year
6.76%
−5.85%
3 Years
11.27%
5.64%
5 Years
11.24%
—
Since Inception
13.42%
−0.46%
Fund Age
5 yrs 6 mo
4 yrs 7 mo
AUM
₹440.57 Cr
₹87.75 Cr
Alpha – 1 Year
2.04%
−8.83%
Alpha – 3 Years
−0.82%
−6.25%
Information Ratio – 3 Years
-0.13
-0.73
Volatility – 1 Year
18.95%
16.46%
Volatility – 3 Years
15.52%
15.18%
Beta – 1 Year
1.06
0.88
Beta – 3 Years
0.94
0.84
Sharpe Ratio – 1 Year
0.16
-0.62
Sharpe Ratio – 3 Years
0.43
0.08
Worst Rolling Year
10.24%
-2.49%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−18.28%
−20.88%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
15.51%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%