Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
0.25%
6 Months
7.25%
15.19%
1 Year
6.76%
3.21%
3 Years
11.27%
19.65%
5 Years
11.24%
—
Since Inception
13.42%
25.09%
Fund Age
5 yrs 6 mo
3 yrs 5 mo
AUM
₹440.57 Cr
₹4,148.34 Cr
Alpha – 1 Year
2.04%
0.23%
Alpha – 3 Years
−0.82%
7.77%
Information Ratio – 3 Years
-0.13
0.62
Volatility – 1 Year
18.95%
21.54%
Volatility – 3 Years
15.52%
22.15%
Beta – 1 Year
1.06
1.06
Beta – 3 Years
0.94
1.15
Sharpe Ratio – 1 Year
0.16
-0.01
Sharpe Ratio – 3 Years
0.43
0.68
Worst Rolling Year
10.24%
19.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−18.28%
−27.91%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
L 26% · M 35% · S 37%
Number of Stocks
28
26
Portfolio P/E
42.47
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%