Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
2.85%
6 Months
39.75%
22.81%
1 Year
15.14%
15.74%
3 Years
13.51%
19.34%
5 Years
—
—
Since Inception
26.22%
24.49%
Fund Age
4 yrs 6 mo
3 yrs 3 mo
AUM
₹81.24 Cr
₹446.96 Cr
Alpha – 1 Year
11.38%
11.02%
Alpha – 3 Years
2.62%
7.25%
Information Ratio – 3 Years
0.33
0.86
Volatility – 1 Year
46.80%
23.09%
Volatility – 3 Years
34.40%
17.79%
Beta – 1 Year
2.21
1.11
Beta – 3 Years
1.57
0.93
Sharpe Ratio – 1 Year
0.38
0.51
Sharpe Ratio – 3 Years
0.37
0.79
Worst Rolling Year
9.66%
19.32%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−43.02%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
—
30
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—