Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
7.25%
14.24%
1 Year
6.76%
9.21%
3 Years
11.27%
8.31%
5 Years
11.24%
7.74%
Since Inception
13.42%
11.80%
Fund Age
5 yrs 6 mo
10 yrs 3 mo
AUM
₹440.57 Cr
₹251.07 Cr
Alpha – 1 Year
2.04%
4.51%
Alpha – 3 Years
−0.82%
−2.91%
Information Ratio – 3 Years
-0.13
-0.50
Volatility – 1 Year
18.95%
21.09%
Volatility – 3 Years
15.52%
15.86%
Beta – 1 Year
1.06
1.13
Beta – 3 Years
0.94
0.93
Sharpe Ratio – 1 Year
0.16
0.27
Sharpe Ratio – 3 Years
0.43
0.26
Worst Rolling Year
10.24%
-3.45%
Value at Worst Rolling Year
₹1.10 Cr
₹0.97 Cr
Deepest Drawdown
−18.28%
−19.63%
Recovery Period
489 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
15.51%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 35% · S 19%
L 30% · M 32% · S 34%
Number of Stocks
28
28
Portfolio P/E
42.47
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%