Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.48%
13.08%
6 Months
0.17%
39.75%
1 Year
1.53%
15.14%
3 Years
6.30%
13.51%
5 Years
7.16%
—
Since Inception
16.58%
26.22%
Fund Age
6 yrs 6 mo
4 yrs 6 mo
AUM
₹182.72 Cr
₹81.24 Cr
Alpha – 1 Year
−3.19%
11.38%
Alpha – 3 Years
−5.79%
2.62%
Information Ratio – 3 Years
-1.15
0.33
Volatility – 1 Year
17.17%
46.80%
Volatility – 3 Years
15.94%
34.40%
Beta – 1 Year
0.97
2.21
Beta – 3 Years
0.99
1.57
Sharpe Ratio – 1 Year
-0.13
0.38
Sharpe Ratio – 3 Years
0.13
0.37
Worst Rolling Year
6.16%
9.66%
Value at Worst Rolling Year
₹1.06 Cr
₹1.10 Cr
Deepest Drawdown
−24.43%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
21.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
60
—
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%