Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
39.75%
19.55%
1 Year
15.14%
11.69%
3 Years
13.51%
15.46%
5 Years
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Since Inception
26.22%
23.05%
Fund Age
4 yrs 6 mo
3 yrs 4 mo
AUM
₹81.24 Cr
₹95.08 Cr
Alpha – 1 Year
11.38%
8.71%
Alpha – 3 Years
2.62%
3.58%
Information Ratio – 3 Years
0.33
0.52
Volatility – 1 Year
46.80%
27.25%
Volatility – 3 Years
34.40%
23.29%
Beta – 1 Year
2.21
1.44
Beta – 3 Years
1.57
1.22
Sharpe Ratio – 1 Year
0.38
0.33
Sharpe Ratio – 3 Years
0.37
0.66
Worst Rolling Year
9.66%
15.47%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−43.02%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%