Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.15%
13.08%
6 Months
−3.43%
39.75%
1 Year
−2.53%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
−8.11%
26.22%
Fund Age
1 yr 10 mo
4 yrs 6 mo
AUM
₹21.08 Cr
₹81.24 Cr
Alpha – 1 Year
−7.25%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
13.73%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
0.74
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
-0.50
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−10.00%
−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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%