Portfolio Management Services (PMS)Compare Schemes
Hem Securities - Dynamic Research and Emerging Asset vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Hem Securities - Dynamic Research and Emerging Asset
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Hem Securities - Dynamic Research and Emerging Asset
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
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%
6.23%
6 Months
12.93%
22.18%
1 Year
12.12%
12.29%
3 Years
14.97%
6.28%
5 Years
17.00%
—
Since Inception
21.69%
6.20%
Fund Age
6 yrs 5 mo
3 yrs 4 mo
AUM
₹192.25 Cr
₹5.13 Cr
Alpha – 1 Year
8.36%
12.64%
Alpha – 3 Years
4.08%
−2.71%
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
25.64%
22.31%
Volatility – 3 Years
21.98%
—
Beta – 1 Year
1.38
0.71
Beta – 3 Years
1.29
—
Sharpe Ratio – 1 Year
0.36
0.38
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
14.19%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−24.93%
—
Recovery Period
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
—
—
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%