Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
39.75%
8.08%
1 Year
15.14%
10.16%
3 Years
13.51%
15.60%
5 Years
—
—
Since Inception
26.22%
19.84%
Fund Age
4 yrs 6 mo
6 yrs 11 mo
AUM
₹81.24 Cr
₹3.18 Cr
Alpha – 1 Year
11.38%
7.18%
Alpha – 3 Years
2.62%
3.72%
Information Ratio – 3 Years
0.33
0.60
Volatility – 1 Year
46.80%
19.93%
Volatility – 3 Years
34.40%
18.09%
Beta – 1 Year
2.21
1.12
Beta – 3 Years
1.57
1.14
Sharpe Ratio – 1 Year
0.38
0.31
Sharpe Ratio – 3 Years
0.37
0.60
Worst Rolling Year
9.66%
14.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−43.02%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
16.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / 1% / –