Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.53%
13.08%
6 Months
8.20%
39.75%
1 Year
10.87%
15.14%
3 Years
16.09%
13.51%
5 Years
14.49%
—
Since Inception
9.93%
26.22%
Fund Age
8 yrs 9 mo
4 yrs 6 mo
AUM
₹64.23 Cr
₹81.24 Cr
Alpha – 1 Year
7.11%
11.38%
Alpha – 3 Years
5.20%
2.62%
Information Ratio – 3 Years
0.63
0.33
Volatility – 1 Year
21.13%
46.80%
Volatility – 3 Years
19.82%
34.40%
Beta – 1 Year
1.16
2.21
Beta – 3 Years
1.20
1.57
Sharpe Ratio – 1 Year
0.35
0.38
Sharpe Ratio – 3 Years
0.59
0.37
Worst Rolling Year
-6.69%
9.66%
Value at Worst Rolling Year
₹0.93 Cr
₹1.10 Cr
Deepest Drawdown
−22.93%
−43.02%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
21.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 25% · S 42%
—
Number of Stocks
42
—
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
—
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)
1% / 1% / –
2% / 1% / 0%