Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.99%
13.08%
6 Months
8.53%
39.75%
1 Year
11.64%
15.14%
3 Years
17.19%
13.51%
5 Years
15.63%
—
Since Inception
16.41%
26.22%
Fund Age
13 yrs 4 mo
4 yrs 6 mo
AUM
₹575.07 Cr
₹81.24 Cr
Alpha – 1 Year
6.92%
11.38%
Alpha – 3 Years
5.10%
2.62%
Information Ratio – 3 Years
0.78
0.33
Volatility – 1 Year
17.51%
46.80%
Volatility – 3 Years
14.23%
34.40%
Beta – 1 Year
0.92
2.21
Beta – 3 Years
0.84
1.57
Sharpe Ratio – 1 Year
0.42
0.38
Sharpe Ratio – 3 Years
0.84
0.37
Worst Rolling Year
-7.95%
9.66%
Value at Worst Rolling Year
₹0.92 Cr
₹1.10 Cr
Deepest Drawdown
−14.61%
−43.02%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
21.78%
5-Year Rolling Windows Positive
99.01%
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Market-Cap Mix
L 61% · M 15% · S 25%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%