Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
7.25%
7.38%
1 Year
6.76%
6.08%
3 Years
11.27%
8.22%
5 Years
11.24%
7.99%
Since Inception
13.42%
12.63%
Fund Age
5 yrs 6 mo
9 yrs 9 mo
AUM
₹440.57 Cr
₹145.75 Cr
Alpha – 1 Year
2.04%
1.36%
Alpha – 3 Years
−0.82%
−3.87%
Information Ratio – 3 Years
-0.13
-0.60
Volatility – 1 Year
18.95%
20.08%
Volatility – 3 Years
15.52%
16.27%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
0.16
0.13
Sharpe Ratio – 3 Years
0.43
0.24
Worst Rolling Year
10.24%
-1.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−18.28%
−19.25%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
15.51%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 35% · S 19%
L 62% · M 20% · S 7%
Number of Stocks
28
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%