Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
1.80%
6 Months
7.25%
2.80%
1 Year
6.76%
4.89%
3 Years
11.27%
12.23%
5 Years
11.24%
10.64%
Since Inception
13.42%
8.93%
Fund Age
5 yrs 6 mo
12 yrs
AUM
₹440.57 Cr
₹134.76 Cr
Alpha – 1 Year
2.04%
−1.08%
Alpha – 3 Years
−0.82%
1.34%
Information Ratio – 3 Years
-0.13
0.07
Volatility – 1 Year
18.95%
10.79%
Volatility – 3 Years
15.52%
9.62%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
0.94
1.10
Sharpe Ratio – 1 Year
0.16
-0.01
Sharpe Ratio – 3 Years
0.43
0.69
Worst Rolling Year
10.24%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−18.28%
−11.50%
Recovery Period
489 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
15.51%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 35% · S 19%
L 50% · M 11% · S 8%
Number of Stocks
28
33
Portfolio P/E
42.47
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –