Portfolio Management Services (PMS)Compare Schemes
Hem Securities - Dynamic Research and Emerging Asset vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Hem Securities - Dynamic Research and Emerging Asset
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
1.32%
6 Months
12.93%
7.54%
1 Year
12.12%
8.20%
3 Years
14.97%
—
5 Years
17.00%
—
Since Inception
21.69%
2.83%
Fund Age
6 yrs 5 mo
14 mo
AUM
₹192.25 Cr
₹18.5 Cr
Alpha – 1 Year
8.36%
3.48%
Alpha – 3 Years
4.08%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
25.64%
18.53%
Volatility – 3 Years
21.98%
—
Beta – 1 Year
1.38
1.05
Beta – 3 Years
1.29
—
Sharpe Ratio – 1 Year
0.36
0.23
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
14.19%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−24.93%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—