Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
QED Capital - Core Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
2.59%
6 Months
39.75%
−7.48%
1 Year
15.14%
2.63%
3 Years
13.51%
—
5 Years
—
—
Since Inception
26.22%
2.29%
Fund Age
4 yrs 6 mo
16 mo
AUM
₹81.24 Cr
₹10.89 Cr
Alpha – 1 Year
11.38%
−2.09%
Alpha – 3 Years
2.62%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
46.80%
13.82%
Volatility – 3 Years
34.40%
—
Beta – 1 Year
2.21
0.65
Beta – 3 Years
1.57
—
Sharpe Ratio – 1 Year
0.38
-0.12
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−43.02%
−13.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 47% · M 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
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%