Portfolio Management Services (PMS)Compare Schemes
Hem Securities - Dynamic Research and Emerging Asset vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Hem Securities - Dynamic Research and Emerging Asset
Pace - Flexi
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
0.57%
6 Months
12.93%
3.80%
1 Year
12.12%
20.95%
3 Years
14.97%
16.43%
5 Years
17.00%
15.76%
Since Inception
21.69%
14.79%
Fund Age
6 yrs 5 mo
5 yrs 8 mo
AUM
₹192.25 Cr
₹116.87 Cr
Alpha – 1 Year
8.36%
13.41%
Alpha – 3 Years
4.08%
5.18%
Information Ratio – 3 Years
0.38
0.32
Volatility – 1 Year
25.64%
9.08%
Volatility – 3 Years
21.98%
12.28%
Beta – 1 Year
1.38
0.54
Beta – 3 Years
1.29
0.90
Sharpe Ratio – 1 Year
0.36
1.56
Sharpe Ratio – 3 Years
0.51
0.88
Worst Rolling Year
14.19%
10.68%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−24.93%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.69%
16.68%
5-Year Rolling Windows Positive
100.00%
100.00%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%