Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
IFM Largecap Fund
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%
−0.16%
6 Months
39.75%
−3.46%
1 Year
15.14%
−0.34%
3 Years
13.51%
—
5 Years
—
—
Since Inception
26.22%
−3.49%
Fund Age
4 yrs 6 mo
14 mo
AUM
₹81.24 Cr
₹116.7 Cr
Alpha – 1 Year
11.38%
0.01%
Alpha – 3 Years
2.62%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
46.80%
17.33%
Volatility – 3 Years
34.40%
—
Beta – 1 Year
2.21
1.08
Beta – 3 Years
1.57
—
Sharpe Ratio – 1 Year
0.38
-0.24
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−43.02%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.78%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
Top 5 Holdings
—
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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