Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
5.72%
6 Months
7.25%
23.48%
1 Year
6.76%
38.68%
3 Years
11.27%
26.01%
5 Years
11.24%
16.58%
Since Inception
13.42%
18.98%
Fund Age
5 yrs 6 mo
16 yrs 6 mo
AUM
₹440.57 Cr
₹1,885.18 Cr
Alpha – 1 Year
2.04%
33.96%
Alpha – 3 Years
−0.82%
13.92%
Information Ratio – 3 Years
-0.13
1.27
Volatility – 1 Year
18.95%
28.06%
Volatility – 3 Years
15.52%
20.41%
Beta – 1 Year
1.06
1.39
Beta – 3 Years
0.94
1.06
Sharpe Ratio – 1 Year
0.16
1.12
Sharpe Ratio – 3 Years
0.43
1.06
Worst Rolling Year
10.24%
-4.06%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−18.28%
−18.24%
Recovery Period
489 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
15.51%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 43% · M 35% · S 19%
L 40% · M 32% · S 24%
Number of Stocks
28
28
Portfolio P/E
42.47
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%