Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
ICICI Prudential- Rising Stars Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
−6.06%
6 Months
39.75%
14.81%
1 Year
15.14%
—
3 Years
13.51%
—
5 Years
—
—
Since Inception
26.22%
6.62%
Fund Age
4 yrs 6 mo
7 mo
AUM
₹81.24 Cr
₹376.54 Cr
Alpha – 1 Year
11.38%
—
Alpha – 3 Years
2.62%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
46.80%
—
Volatility – 3 Years
34.40%
—
Beta – 1 Year
2.21
—
Beta – 3 Years
1.57
—
Sharpe Ratio – 1 Year
0.38
—
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−43.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 28% · S 68%
Number of Stocks
—
33
Portfolio P/E
—
—
Top 5 Holdings
—
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
—
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—