Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
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
1.20%
13.08%
6 Months
13.72%
39.75%
1 Year
3.07%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
−0.94%
26.22%
Fund Age
14 mo
4 yrs 6 mo
AUM
₹136.71 Cr
₹81.24 Cr
Alpha – 1 Year
−1.65%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
26.76%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
1.44
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
0.05
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−22.05%
−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
M 20% · S 80%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
—
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%