Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Karma Capital Lotus
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%
2.20%
6 Months
39.75%
9.70%
1 Year
15.14%
10.00%
3 Years
13.51%
17.10%
5 Years
—
—
Since Inception
26.22%
23.10%
Fund Age
4 yrs 6 mo
3 yrs 6 mo
AUM
₹81.24 Cr
₹24.16 Cr
Alpha – 1 Year
11.38%
5.30%
Alpha – 3 Years
2.62%
5.00%
Information Ratio – 3 Years
0.33
0.96
Volatility – 1 Year
46.80%
16.88%
Volatility – 3 Years
34.40%
15.62%
Beta – 1 Year
2.21
0.95
Beta – 3 Years
1.57
0.93
Sharpe Ratio – 1 Year
0.38
0.34
Sharpe Ratio – 3 Years
0.37
0.81
Worst Rolling Year
9.66%
16.97%
Value at Worst Rolling Year
₹1.10 Cr
₹1.17 Cr
Deepest Drawdown
−43.02%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
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%
1% / – / –