Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
4.22%
6 Months
39.75%
14.78%
1 Year
15.14%
3.60%
3 Years
13.51%
26.42%
5 Years
—
15.65%
Since Inception
26.22%
19.18%
Fund Age
4 yrs 6 mo
5 yrs 5 mo
AUM
₹81.24 Cr
₹730.87 Cr
Alpha – 1 Year
11.38%
0.62%
Alpha – 3 Years
2.62%
14.53%
Information Ratio – 3 Years
0.33
0.84
Volatility – 1 Year
46.80%
21.03%
Volatility – 3 Years
34.40%
18.57%
Beta – 1 Year
2.21
0.98
Beta – 3 Years
1.57
0.72
Sharpe Ratio – 1 Year
0.38
0.01
Sharpe Ratio – 3 Years
0.37
1.08
Worst Rolling Year
9.66%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−43.02%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 7% · S 82%
Number of Stocks
—
17
Portfolio P/E
—
52.34
Top 5 Holdings
—
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
—
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%