Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
1.81%
6 Months
39.75%
1.04%
1 Year
15.14%
0.26%
3 Years
13.51%
5.24%
5 Years
—
—
Since Inception
26.22%
8.72%
Fund Age
4 yrs 6 mo
4 yrs 3 mo
AUM
₹81.24 Cr
₹53.49 Cr
Alpha – 1 Year
11.38%
0.69%
Alpha – 3 Years
2.62%
−3.33%
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
46.80%
17.93%
Volatility – 3 Years
34.40%
23.60%
Beta – 1 Year
2.21
1.08
Beta – 3 Years
1.57
—
Sharpe Ratio – 1 Year
0.38
0.06
Sharpe Ratio – 3 Years
0.37
0.67
Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−43.02%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—