Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
1.24%
6 Months
39.75%
7.09%
1 Year
15.14%
17.57%
3 Years
13.51%
20.39%
5 Years
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—
Since Inception
26.22%
19.75%
Fund Age
4 yrs 6 mo
4 yrs 2 mo
AUM
₹81.24 Cr
₹49.8 Cr
Alpha – 1 Year
11.38%
16.32%
Alpha – 3 Years
2.62%
14.92%
Information Ratio – 3 Years
0.33
1.66
Volatility – 1 Year
46.80%
7.36%
Volatility – 3 Years
34.40%
8.69%
Beta – 1 Year
2.21
1.50
Beta – 3 Years
1.57
0.91
Sharpe Ratio – 1 Year
0.38
1.55
Sharpe Ratio – 3 Years
0.37
1.63
Worst Rolling Year
9.66%
18.51%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−43.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
21.68%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%