Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
QED Capital - Alphabets
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%
4.25%
6 Months
39.75%
7.44%
1 Year
15.14%
14.27%
3 Years
13.51%
13.32%
5 Years
—
10.94%
Since Inception
26.22%
15.43%
Fund Age
4 yrs 6 mo
5 yrs 4 mo
AUM
₹81.24 Cr
₹21.45 Cr
Alpha – 1 Year
11.38%
9.55%
Alpha – 3 Years
2.62%
1.23%
Information Ratio – 3 Years
0.33
0.37
Volatility – 1 Year
46.80%
12.68%
Volatility – 3 Years
34.40%
17.36%
Beta – 1 Year
2.21
0.58
Beta – 3 Years
1.57
0.73
Sharpe Ratio – 1 Year
0.38
0.70
Sharpe Ratio – 3 Years
0.37
0.70
Worst Rolling Year
9.66%
12.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−43.02%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%