Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
SVAN Velocity
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%
3.40%
6 Months
7.25%
21.77%
1 Year
6.76%
16.05%
3 Years
11.27%
23.24%
5 Years
11.24%
—
Since Inception
13.42%
24.82%
Fund Age
5 yrs 6 mo
3 yrs 1 mo
AUM
₹440.57 Cr
₹415.03 Cr
Alpha – 1 Year
2.04%
11.33%
Alpha – 3 Years
−0.82%
11.15%
Information Ratio – 3 Years
-0.13
0.72
Volatility – 1 Year
18.95%
25.50%
Volatility – 3 Years
15.52%
24.35%
Beta – 1 Year
1.06
1.34
Beta – 3 Years
0.94
1.27
Sharpe Ratio – 1 Year
0.16
0.50
Sharpe Ratio – 3 Years
0.43
0.77
Worst Rolling Year
10.24%
23.24%
Value at Worst Rolling Year
₹1.10 Cr
₹1.23 Cr
Deepest Drawdown
−18.28%
−25.33%
Recovery Period
489 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
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
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –