Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.27%
13.08%
6 Months
−2.30%
39.75%
1 Year
1.68%
15.14%
3 Years
13.91%
13.51%
5 Years
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Since Inception
14.05%
26.22%
Fund Age
3 yrs 10 mo
4 yrs 6 mo
AUM
₹53.78 Cr
₹81.24 Cr
Alpha – 1 Year
−3.04%
11.38%
Alpha – 3 Years
1.82%
2.62%
Information Ratio – 3 Years
0.34
0.33
Volatility – 1 Year
15.80%
46.80%
Volatility – 3 Years
15.64%
34.40%
Beta – 1 Year
0.86
2.21
Beta – 3 Years
0.97
1.57
Sharpe Ratio – 1 Year
-0.15
0.38
Sharpe Ratio – 3 Years
0.71
0.37
Worst Rolling Year
15.78%
9.66%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−18.40%
−43.02%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
21.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%