Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
6.38%
6 Months
39.75%
30.29%
1 Year
15.14%
21.45%
3 Years
13.51%
18.94%
5 Years
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Since Inception
26.22%
23.25%
Fund Age
4 yrs 6 mo
3 yrs 1 mo
AUM
₹81.24 Cr
₹185.04 Cr
Alpha – 1 Year
11.38%
16.73%
Alpha – 3 Years
2.62%
6.85%
Information Ratio – 3 Years
0.33
0.59
Volatility – 1 Year
46.80%
29.11%
Volatility – 3 Years
34.40%
25.42%
Beta – 1 Year
2.21
1.26
Beta – 3 Years
1.57
1.13
Sharpe Ratio – 1 Year
0.38
0.62
Sharpe Ratio – 3 Years
0.37
0.60
Worst Rolling Year
9.66%
18.95%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−43.02%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
40
Portfolio P/E
—
39.98
Top 5 Holdings
—
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
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—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%