Portfolio Management Services (PMS)Compare Schemes
Hem Securities - Dynamic Research and Emerging Asset vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Hem Securities - Dynamic Research and Emerging Asset
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
3.40%
6 Months
12.93%
21.77%
1 Year
12.12%
16.05%
3 Years
14.97%
23.24%
5 Years
17.00%
—
Since Inception
21.69%
24.82%
Fund Age
6 yrs 5 mo
3 yrs 1 mo
AUM
₹192.25 Cr
₹415.03 Cr
Alpha – 1 Year
8.36%
11.33%
Alpha – 3 Years
4.08%
11.15%
Information Ratio – 3 Years
0.38
0.72
Volatility – 1 Year
25.64%
25.50%
Volatility – 3 Years
21.98%
24.35%
Beta – 1 Year
1.38
1.34
Beta – 3 Years
1.29
1.27
Sharpe Ratio – 1 Year
0.36
0.50
Sharpe Ratio – 3 Years
0.51
0.77
Worst Rolling Year
14.19%
23.24%
Value at Worst Rolling Year
₹1.14 Cr
₹1.23 Cr
Deepest Drawdown
−24.93%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.69%
24.73%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
M 2% · S 95%
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
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –