Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
13.08%
6 Months
26.95%
39.75%
1 Year
13.12%
15.14%
3 Years
17.80%
13.51%
5 Years
15.04%
—
Since Inception
22.70%
26.22%
Fund Age
8 yrs
4 yrs 6 mo
AUM
₹357.26 Cr
₹81.24 Cr
Alpha – 1 Year
10.14%
11.38%
Alpha – 3 Years
5.90%
2.62%
Information Ratio – 3 Years
0.31
0.33
Volatility – 1 Year
32.38%
46.80%
Volatility – 3 Years
25.45%
34.40%
Beta – 1 Year
1.68
2.21
Beta – 3 Years
1.37
1.57
Sharpe Ratio – 1 Year
0.36
0.38
Sharpe Ratio – 3 Years
0.56
0.37
Worst Rolling Year
11.19%
9.66%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−26.50%
−43.02%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
21.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
—
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%