Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Right Horizons - Alliance
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%
1.80%
6 Months
39.75%
2.80%
1 Year
15.14%
4.89%
3 Years
13.51%
12.23%
5 Years
—
10.64%
Since Inception
26.22%
8.93%
Fund Age
4 yrs 6 mo
12 yrs
AUM
₹81.24 Cr
₹134.76 Cr
Alpha – 1 Year
11.38%
−1.08%
Alpha – 3 Years
2.62%
1.34%
Information Ratio – 3 Years
0.33
0.07
Volatility – 1 Year
46.80%
10.79%
Volatility – 3 Years
34.40%
9.62%
Beta – 1 Year
2.21
1.04
Beta – 3 Years
1.57
1.10
Sharpe Ratio – 1 Year
0.38
-0.01
Sharpe Ratio – 3 Years
0.37
0.69
Worst Rolling Year
9.66%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−43.02%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.78%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
Top 5 Holdings
—
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –