Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
JM-Apex
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
5.10%
6 Months
39.75%
17.39%
1 Year
15.14%
20.93%
3 Years
13.51%
17.01%
5 Years
—
—
Since Inception
26.22%
19.54%
Fund Age
4 yrs 6 mo
3 yrs 6 mo
AUM
₹81.24 Cr
₹615.02 Cr
Alpha – 1 Year
11.38%
16.21%
Alpha – 3 Years
2.62%
4.92%
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
46.80%
19.36%
Volatility – 3 Years
34.40%
18.51%
Beta – 1 Year
2.21
1.01
Beta – 3 Years
1.57
—
Sharpe Ratio – 1 Year
0.38
0.81
Sharpe Ratio – 3 Years
0.37
0.72
Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−43.02%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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%
3% / 2% / 0%