Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Invesco - Challengers
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%
1.41%
6 Months
39.75%
13.18%
1 Year
15.14%
2.91%
3 Years
13.51%
14.27%
5 Years
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Since Inception
26.22%
11.83%
Fund Age
4 yrs 6 mo
4 yrs 11 mo
AUM
₹81.24 Cr
₹31.01 Cr
Alpha – 1 Year
11.38%
−1.81%
Alpha – 3 Years
2.62%
2.18%
Information Ratio – 3 Years
0.33
0.24
Volatility – 1 Year
46.80%
18.67%
Volatility – 3 Years
34.40%
17.11%
Beta – 1 Year
2.21
0.97
Beta – 3 Years
1.57
0.95
Sharpe Ratio – 1 Year
0.38
-0.04
Sharpe Ratio – 3 Years
0.37
0.56
Worst Rolling Year
9.66%
12.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−43.02%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 37% · M 30% · S 33%
Number of Stocks
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26
Portfolio P/E
—
54.84
Top 5 Holdings
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Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.00% / yr
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Performance Fee / Plan
20% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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