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HSBC India Next Portfolio vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
4.17%
6 Months
7.25%
19.62%
1 Year
6.76%
12.19%
3 Years
11.27%
23.51%
5 Years
11.24%
13.96%
Since Inception
13.42%
23.13%
Fund Age
5 yrs 6 mo
6 yrs 7 mo
AUM
₹440.57 Cr
₹2,332.81 Cr
Alpha – 1 Year
2.04%
9.21%
Alpha – 3 Years
−0.82%
11.63%
Information Ratio – 3 Years
-0.13
0.83
Volatility – 1 Year
18.95%
26.11%
Volatility – 3 Years
15.52%
21.82%
Beta – 1 Year
1.06
1.32
Beta – 3 Years
0.94
1.14
Sharpe Ratio – 1 Year
0.16
0.33
Sharpe Ratio – 3 Years
0.43
0.83
Worst Rolling Year
10.24%
12.50%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−18.28%
−24.27%
Recovery Period
489 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 35% · S 19%
L 14% · M 33% · S 52%
Number of Stocks
28
33
Portfolio P/E
42.47
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%