Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
39.75%
10.94%
1 Year
15.14%
1.03%
3 Years
13.51%
11.45%
5 Years
—
15.19%
Since Inception
26.22%
27.03%
Fund Age
4 yrs 6 mo
5 yrs 11 mo
AUM
₹81.24 Cr
₹298.71 Cr
Alpha – 1 Year
11.38%
−3.69%
Alpha – 3 Years
2.62%
−0.64%
Information Ratio – 3 Years
0.33
-0.04
Volatility – 1 Year
46.80%
27.68%
Volatility – 3 Years
34.40%
23.40%
Beta – 1 Year
2.21
1.45
Beta – 3 Years
1.57
1.22
Sharpe Ratio – 1 Year
0.38
-0.03
Sharpe Ratio – 3 Years
0.37
0.35
Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−43.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
—
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%
1% / 0% / 0%