Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.12%
0.30%
6 Months
7.25%
26.99%
1 Year
6.76%
26.29%
3 Years
11.27%
27.01%
5 Years
11.24%
—
Since Inception
13.42%
35.84%
Fund Age
5 yrs 6 mo
4 yrs 3 mo
AUM
₹440.57 Cr
₹521.91 Cr
Alpha – 1 Year
2.04%
28.33%
Alpha – 3 Years
−0.82%
20.36%
Information Ratio – 3 Years
-0.13
—
Volatility – 1 Year
18.95%
31.27%
Volatility – 3 Years
15.52%
25.96%
Beta – 1 Year
1.06
—
Beta – 3 Years
0.94
—
Sharpe Ratio – 1 Year
0.16
0.72
Sharpe Ratio – 3 Years
0.43
0.85
Worst Rolling Year
10.24%
27.02%
Value at Worst Rolling Year
₹1.10 Cr
₹1.27 Cr
Deepest Drawdown
−18.28%
−26.38%
Recovery Period
489 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
—
Number of Stocks
28
49
Portfolio P/E
42.47
21.17
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%
—
Top Sectors
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—