Portfolio Management Services (PMS)Compare Schemes
Hem Securities - Dynamic Research and Emerging Asset vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Hem Securities - Dynamic Research and Emerging Asset
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
12.93%
2.17%
1 Year
12.12%
7.07%
3 Years
14.97%
15.12%
5 Years
17.00%
—
Since Inception
21.69%
19.80%
Fund Age
6 yrs 5 mo
7 yrs 3 mo
AUM
₹192.25 Cr
₹7.19 Cr
Alpha – 1 Year
8.36%
7.50%
Alpha – 3 Years
4.08%
6.56%
Information Ratio – 3 Years
0.38
1.22
Volatility – 1 Year
25.64%
19.38%
Volatility – 3 Years
21.98%
16.31%
Beta – 1 Year
1.38
1.18
Beta – 3 Years
1.29
1.13
Sharpe Ratio – 1 Year
0.36
0.17
Sharpe Ratio – 3 Years
0.51
0.62
Worst Rolling Year
14.19%
14.31%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−24.93%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.69%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –