Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Hem Securities - India Rising SME Stars
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
12.27%
6 Months
39.75%
−1.13%
1 Year
15.14%
6.59%
3 Years
13.51%
20.44%
5 Years
—
16.17%
Since Inception
26.22%
13.07%
Fund Age
4 yrs 6 mo
15 yrs 3 mo
AUM
₹81.24 Cr
—
Alpha – 1 Year
11.38%
6.87%
Alpha – 3 Years
2.62%
9.23%
Information Ratio – 3 Years
0.33
1.61
Volatility – 1 Year
46.80%
20.58%
Volatility – 3 Years
34.40%
16.59%
Beta – 1 Year
2.21
1.21
Beta – 3 Years
1.57
1.13
Sharpe Ratio – 1 Year
0.38
0.15
Sharpe Ratio – 3 Years
0.37
0.90
Worst Rolling Year
9.66%
13.98%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−43.02%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
—
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
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%
1.5% / 1% / 0.5%