Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
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
2.09%
13.08%
6 Months
11.86%
39.75%
1 Year
5.85%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
15.00%
26.22%
Fund Age
2 yrs 10 mo
4 yrs 6 mo
AUM
₹101.25 Cr
₹81.24 Cr
Alpha – 1 Year
1.13%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
21.08%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
1.15
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
0.12
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−17.28%
−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 39% · M 19% · S 43%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%