Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Pace - Flexi
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
0.57%
6 Months
39.75%
3.80%
1 Year
15.14%
20.95%
3 Years
13.51%
16.43%
5 Years
—
15.76%
Since Inception
26.22%
14.79%
Fund Age
4 yrs 6 mo
5 yrs 8 mo
AUM
₹81.24 Cr
₹116.87 Cr
Alpha – 1 Year
11.38%
13.41%
Alpha – 3 Years
2.62%
5.18%
Information Ratio – 3 Years
0.33
0.32
Volatility – 1 Year
46.80%
9.08%
Volatility – 3 Years
34.40%
12.28%
Beta – 1 Year
2.21
0.54
Beta – 3 Years
1.57
0.90
Sharpe Ratio – 1 Year
0.38
1.56
Sharpe Ratio – 3 Years
0.37
0.88
Worst Rolling Year
9.66%
10.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−43.02%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
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% / 0% / 0%