Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
4.27%
6 Months
39.75%
−8.15%
1 Year
15.14%
−5.39%
3 Years
13.51%
10.81%
5 Years
—
—
Since Inception
26.22%
11.07%
Fund Age
4 yrs 6 mo
5 yrs
AUM
₹81.24 Cr
₹121.08 Cr
Alpha – 1 Year
11.38%
−5.32%
Alpha – 3 Years
2.62%
−2.65%
Information Ratio – 3 Years
0.33
-0.15
Volatility – 1 Year
46.80%
24.51%
Volatility – 3 Years
34.40%
24.85%
Beta – 1 Year
2.21
1.17
Beta – 3 Years
1.57
1.18
Sharpe Ratio – 1 Year
0.38
-0.34
Sharpe Ratio – 3 Years
0.37
0.32
Worst Rolling Year
9.66%
9.88%
Value at Worst Rolling Year
₹1.10 Cr
₹1.10 Cr
Deepest Drawdown
−43.02%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 20% · S 78%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%