Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Pace - Secure
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%
−0.11%
6 Months
39.75%
2.89%
1 Year
15.14%
7.86%
3 Years
13.51%
10.62%
5 Years
—
10.19%
Since Inception
26.22%
9.46%
Fund Age
4 yrs 6 mo
5 yrs 7 mo
AUM
₹81.24 Cr
₹158.06 Cr
Alpha – 1 Year
11.38%
−1.70%
Alpha – 3 Years
2.62%
0.86%
Information Ratio – 3 Years
0.33
0.37
Volatility – 1 Year
46.80%
1.80%
Volatility – 3 Years
34.40%
3.43%
Beta – 1 Year
2.21
0.81
Beta – 3 Years
1.57
0.63
Sharpe Ratio – 1 Year
0.38
1.30
Sharpe Ratio – 3 Years
0.37
1.53
Worst Rolling Year
9.66%
8.14%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−43.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
11.61%
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%