Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.61%
13.08%
6 Months
11.19%
39.75%
1 Year
4.47%
15.14%
3 Years
14.82%
13.51%
5 Years
12.64%
—
Since Inception
13.38%
26.22%
Fund Age
19 yrs
4 yrs 6 mo
AUM
₹1,249 Cr
₹81.24 Cr
Alpha – 1 Year
4.82%
11.38%
Alpha – 3 Years
5.82%
2.62%
Information Ratio – 3 Years
0.87
0.33
Volatility – 1 Year
21.24%
46.80%
Volatility – 3 Years
17.51%
34.40%
Beta – 1 Year
1.09
2.21
Beta – 3 Years
1.04
1.57
Sharpe Ratio – 1 Year
0.05
0.38
Sharpe Ratio – 3 Years
0.69
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−43.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
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)
0% / 0% / 0%
2% / 1% / 0%