Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Karma - Wealth Builder
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%
4.30%
6 Months
39.75%
9.50%
1 Year
15.14%
10.30%
3 Years
13.51%
13.40%
5 Years
—
13.85%
Since Inception
26.22%
12.90%
Fund Age
4 yrs 6 mo
19 yrs 8 mo
AUM
₹81.24 Cr
₹295.65 Cr
Alpha – 1 Year
11.38%
5.60%
Alpha – 3 Years
2.62%
1.30%
Information Ratio – 3 Years
0.33
0.46
Volatility – 1 Year
46.80%
20.18%
Volatility – 3 Years
34.40%
17.30%
Beta – 1 Year
2.21
1.09
Beta – 3 Years
1.57
1.05
Sharpe Ratio – 1 Year
0.38
0.32
Sharpe Ratio – 3 Years
0.37
0.49
Worst Rolling Year
9.66%
-20.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−43.02%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
21.78%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –