Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
13.08%
6 Months
24.60%
39.75%
1 Year
7.56%
15.14%
3 Years
20.98%
13.51%
5 Years
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Since Inception
24.10%
26.22%
Fund Age
4 yrs 4 mo
4 yrs 6 mo
AUM
₹3.89 Cr
₹81.24 Cr
Alpha – 1 Year
4.58%
11.38%
Alpha – 3 Years
9.08%
2.62%
Information Ratio – 3 Years
0.07
0.33
Volatility – 1 Year
32.74%
46.80%
Volatility – 3 Years
27.24%
34.40%
Beta – 1 Year
1.49
2.21
Beta – 3 Years
1.30
1.57
Sharpe Ratio – 1 Year
0.20
0.38
Sharpe Ratio – 3 Years
0.49
0.37
Worst Rolling Year
17.91%
9.66%
Value at Worst Rolling Year
₹1.18 Cr
₹1.10 Cr
Deepest Drawdown
−34.40%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
21.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
27
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Portfolio P/E
52.77
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Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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Top Sectors
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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%