Portfolio Management Services (PMS)Compare Schemes
Hem Securities - Dynamic Research and Emerging Asset vs Hem Securities - India Rising SME Stars
Hem Securities - Dynamic Research and Emerging Asset
Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Hem Securities - Dynamic Research and Emerging Asset
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
2.22%
13.08%
6 Months
12.93%
39.75%
1 Year
12.12%
15.14%
3 Years
14.97%
13.51%
5 Years
17.00%
—
Since Inception
21.69%
26.22%
Fund Age
6 yrs 5 mo
4 yrs 6 mo
AUM
₹192.25 Cr
₹81.24 Cr
Alpha – 1 Year
8.36%
11.38%
Alpha – 3 Years
4.08%
2.62%
Information Ratio – 3 Years
0.38
0.33
Volatility – 1 Year
25.64%
46.80%
Volatility – 3 Years
21.98%
34.40%
Beta – 1 Year
1.38
2.21
Beta – 3 Years
1.29
1.57
Sharpe Ratio – 1 Year
0.36
0.38
Sharpe Ratio – 3 Years
0.51
0.37
Worst Rolling Year
14.19%
9.66%
Value at Worst Rolling Year
₹1.14 Cr
₹1.10 Cr
Deepest Drawdown
−24.93%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.69%
21.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
—
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% / 0% / 0%
2% / 1% / 0%