Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Ladderup-Proud PMS
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%
1.08%
6 Months
39.75%
7.09%
1 Year
15.14%
−3.99%
3 Years
13.51%
6.36%
5 Years
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—
Since Inception
26.22%
8.96%
Fund Age
4 yrs 6 mo
3 yrs 3 mo
AUM
₹81.24 Cr
₹101.42 Cr
Alpha – 1 Year
11.38%
−8.71%
Alpha – 3 Years
2.62%
−5.73%
Information Ratio – 3 Years
0.33
-0.76
Volatility – 1 Year
46.80%
21.06%
Volatility – 3 Years
34.40%
16.81%
Beta – 1 Year
2.21
1.13
Beta – 3 Years
1.57
1.00
Sharpe Ratio – 1 Year
0.38
-0.35
Sharpe Ratio – 3 Years
0.37
0.15
Worst Rolling Year
9.66%
5.39%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−43.02%
−25.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
7.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
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25
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%
0% / 0% / 0%