Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
MOAT - Emerging Moat
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%
2.64%
6 Months
39.75%
5.29%
1 Year
15.14%
2.64%
3 Years
13.51%
8.64%
5 Years
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Since Inception
26.22%
12.31%
Fund Age
4 yrs 6 mo
3 yrs 11 mo
AUM
₹81.24 Cr
₹56.94 Cr
Alpha – 1 Year
11.38%
−2.08%
Alpha – 3 Years
2.62%
−3.45%
Information Ratio – 3 Years
0.33
-0.33
Volatility – 1 Year
46.80%
19.56%
Volatility – 3 Years
34.40%
17.76%
Beta – 1 Year
2.21
1.08
Beta – 3 Years
1.57
1.07
Sharpe Ratio – 1 Year
0.38
-0.05
Sharpe Ratio – 3 Years
0.37
0.31
Worst Rolling Year
9.66%
8.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−43.02%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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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%