HITC.L - Risk

Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score

6/7 High

6 / 7 SRI PRIIPs Risk Class

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.

Volatility (3Y)

23.6% p.a.

Fallback

Max Drawdown (3Y)

-39.2%

Fallback

Sharpe Ratio

-0.80

Negative (< 0.0)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

High Concentration (> 50%)

32 / 100 Portfolio Diversification

4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings

66%

Focused

Effective Holdings

~21

of 42 holdings

Top Sector

57.9%

Technology

Top Region / Country

100.0%

India

Elevated concentration in top individual holdings, leading sectors, or key regions.

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	-19.8%
3 Years	23.6%	-39.2%	-0.8	—
5 Years	—	—	—	—
10 Years	—	—	—	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 22.5

⚠️ Fund closure risk (< 50M € AUM)

🟢 High institutional analyst coverage (24.9 analysts)

🔴 Extreme top 10 holdings concentration: 66% of fund in top 10 positions.

🔴 High single-country risk: 100% of portfolio in "India".

⚠️ Elevated emerging markets risk: 100% Emerging Markets.

🔴 Severe sector concentration risk: 58% in "Technology".

🔴 Extreme industry concentration: 51% in "Information Technology Services".

⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).