Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.54%
13.08%
6 Months
−5.38%
39.75%
1 Year
−6.70%
15.14%
3 Years
7.98%
13.51%
5 Years
—
—
Since Inception
7.98%
26.22%
Fund Age
2 yrs 11 mo
4 yrs 6 mo
AUM
₹7.31 Cr
₹81.24 Cr
Alpha – 1 Year
−6.35%
11.38%
Alpha – 3 Years
−1.02%
2.62%
Information Ratio – 3 Years
-0.08
0.33
Volatility – 1 Year
17.44%
46.80%
Volatility – 3 Years
15.65%
34.40%
Beta – 1 Year
1.08
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
-0.61
0.38
Sharpe Ratio – 3 Years
0.22
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−21.15%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
—
Number of Stocks
66
—
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
—
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%