Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
4.05%
6 Months
39.75%
6.73%
1 Year
15.14%
−2.26%
3 Years
13.51%
32.06%
5 Years
—
—
Since Inception
26.22%
37.04%
Fund Age
4 yrs 6 mo
3 yrs
AUM
₹81.24 Cr
₹174.65 Cr
Alpha – 1 Year
11.38%
−5.24%
Alpha – 3 Years
2.62%
20.17%
Information Ratio – 3 Years
0.33
0.81
Volatility – 1 Year
46.80%
26.32%
Volatility – 3 Years
34.40%
22.60%
Beta – 1 Year
2.21
1.14
Beta – 3 Years
1.57
0.69
Sharpe Ratio – 1 Year
0.38
-0.17
Sharpe Ratio – 3 Years
0.37
1.11
Worst Rolling Year
9.66%
32.07%
Value at Worst Rolling Year
₹1.10 Cr
₹1.32 Cr
Deepest Drawdown
−43.02%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%