Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
7.25%
9.86%
1 Year
6.76%
32.16%
3 Years
11.27%
19.13%
5 Years
11.24%
12.16%
Since Inception
13.42%
16.12%
Fund Age
5 yrs 6 mo
5 yrs 10 mo
AUM
₹440.57 Cr
₹170.31 Cr
Alpha – 1 Year
2.04%
27.44%
Alpha – 3 Years
−0.82%
7.04%
Information Ratio – 3 Years
-0.13
0.58
Volatility – 1 Year
18.95%
17.07%
Volatility – 3 Years
15.52%
17.73%
Beta – 1 Year
1.06
0.65
Beta – 3 Years
0.94
0.86
Sharpe Ratio – 1 Year
0.16
1.42
Sharpe Ratio – 3 Years
0.43
0.79
Worst Rolling Year
10.24%
0.71%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−18.28%
−30.82%
Recovery Period
489 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
15.51%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 35% · S 19%
L 11% · M 1% · S 72%
Number of Stocks
28
18
Portfolio P/E
42.47
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%