Portfolio Management Services (PMS)Compare Schemes
HSBC India Next Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
HSBC India Next Portfolio
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
10.96%
6 Months
7.25%
14.84%
1 Year
6.76%
16.93%
3 Years
11.27%
—
5 Years
11.24%
—
Since Inception
13.42%
20.33%
Fund Age
5 yrs 6 mo
3 yrs
AUM
₹440.57 Cr
₹214.05 Cr
Alpha – 1 Year
2.04%
12.21%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
-0.13
0.51
Volatility – 1 Year
18.95%
22.29%
Volatility – 3 Years
15.52%
21.03%
Beta – 1 Year
1.06
0.97
Beta – 3 Years
0.94
0.97
Sharpe Ratio – 1 Year
0.16
0.57
Sharpe Ratio – 3 Years
0.43
0.72
Worst Rolling Year
10.24%
18.92%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−18.28%
−27.91%
Recovery Period
489 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 35% · S 19%
L 12% · M 21% · S 55%
Number of Stocks
28
25
Portfolio P/E
42.47
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%