HSBC India Next Portfolio

Equity

HSBC Asset Management (India) Private Limited

1 Month

-4.99%

6 Months

+13.68%

1 Year

+0.90%

3 Years

+9.13%

5 Years

+9.25%

Since Inception

+12.19%

AUM

₹409 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.26%

Sharpe Ratio

0.47

Sortino Ratio

0.42

Max Drawdown

-16.92%

Beta

0.94

Alpha

+1.89%

Information Ratio

0.23

Tracking Error

6.08%

Calmar Ratio

0.84

Up Capture

97.0%

Down Capture

83.9%

Win Rate

71.4%

Best Month

+12.80%

Worst Month

-10.37%