Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.12%
−0.96%
6 Months
7.25%
−5.85%
1 Year
6.76%
1.08%
3 Years
11.27%
1.92%
5 Years
11.24%
1.54%
Since Inception
13.42%
4.73%
Fund Age
5 yrs 6 mo
9 yrs 11 mo
AUM
₹440.57 Cr
₹4.85 Cr
Alpha – 1 Year
2.04%
−8.50%
Alpha – 3 Years
−0.82%
−7.97%
Information Ratio – 3 Years
-0.13
—
Volatility – 1 Year
18.95%
9.90%
Volatility – 3 Years
15.52%
26.17%
Beta – 1 Year
1.06
—
Beta – 3 Years
0.94
—
Sharpe Ratio – 1 Year
0.16
-0.53
Sharpe Ratio – 3 Years
0.43
0.01
Worst Rolling Year
10.24%
2.80%
Value at Worst Rolling Year
₹1.10 Cr
₹1.03 Cr
Deepest Drawdown
−18.28%
−28.72%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 35% · S 19%
—
Number of Stocks
28
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%