Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
39.75%
19.15%
1 Year
15.14%
14.85%
3 Years
13.51%
14.64%
5 Years
—
—
Since Inception
26.22%
15.52%
Fund Age
4 yrs 6 mo
3 yrs 3 mo
AUM
₹81.24 Cr
₹213.16 Cr
Alpha – 1 Year
11.38%
10.13%
Alpha – 3 Years
2.62%
2.55%
Information Ratio – 3 Years
0.33
0.17
Volatility – 1 Year
46.80%
28.62%
Volatility – 3 Years
34.40%
24.62%
Beta – 1 Year
2.21
1.48
Beta – 3 Years
1.57
1.33
Sharpe Ratio – 1 Year
0.38
0.43
Sharpe Ratio – 3 Years
0.37
0.46
Worst Rolling Year
9.66%
12.87%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−43.02%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
33
Portfolio P/E
—
—
Top 5 Holdings
—
—
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%
2% / 1% / 0%