Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
7.03%
6 Months
7.25%
31.10%
1 Year
6.76%
52.47%
3 Years
11.27%
17.74%
5 Years
11.24%
16.38%
Since Inception
13.42%
15.58%
Fund Age
5 yrs 6 mo
16 yrs 9 mo
AUM
₹440.57 Cr
₹132.42 Cr
Alpha – 1 Year
2.04%
47.75%
Alpha – 3 Years
−0.82%
5.65%
Information Ratio – 3 Years
-0.13
0.46
Volatility – 1 Year
18.95%
26.74%
Volatility – 3 Years
15.52%
21.32%
Beta – 1 Year
1.06
1.30
Beta – 3 Years
0.94
0.97
Sharpe Ratio – 1 Year
0.16
1.52
Sharpe Ratio – 3 Years
0.43
0.68
Worst Rolling Year
10.24%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−18.28%
−20.79%
Recovery Period
489 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
15.51%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 43% · M 35% · S 19%
M 9% · S 83%
Number of Stocks
28
26
Portfolio P/E
42.47
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%