Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
0.97%
6 Months
39.75%
6.33%
1 Year
15.14%
−0.99%
3 Years
13.51%
6.26%
5 Years
—
6.47%
Since Inception
26.22%
5.18%
Fund Age
4 yrs 6 mo
19 yrs 5 mo
AUM
₹81.24 Cr
₹95.89 Cr
Alpha – 1 Year
11.38%
2.51%
Alpha – 3 Years
2.62%
−2.73%
Information Ratio – 3 Years
0.33
-0.10
Volatility – 1 Year
46.80%
20.93%
Volatility – 3 Years
34.40%
17.77%
Beta – 1 Year
2.21
1.14
Beta – 3 Years
1.57
1.05
Sharpe Ratio – 1 Year
0.38
-0.20
Sharpe Ratio – 3 Years
0.37
0.23
Worst Rolling Year
9.66%
-21.50%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−43.02%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
21.78%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
—
L 77% · M 12% · S 11%
Number of Stocks
—
57
Portfolio P/E
—
—
Top 5 Holdings
—
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%