Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
39.75%
15.63%
1 Year
15.14%
20.01%
3 Years
13.51%
17.10%
5 Years
—
15.64%
Since Inception
26.22%
13.05%
Fund Age
4 yrs 6 mo
8 yrs 11 mo
AUM
₹81.24 Cr
₹46.46 Cr
Alpha – 1 Year
11.38%
15.29%
Alpha – 3 Years
2.62%
5.01%
Information Ratio – 3 Years
0.33
0.88
Volatility – 1 Year
46.80%
20.61%
Volatility – 3 Years
34.40%
19.98%
Beta – 1 Year
2.21
0.94
Beta – 3 Years
1.57
1.02
Sharpe Ratio – 1 Year
0.38
0.73
Sharpe Ratio – 3 Years
0.37
0.85
Worst Rolling Year
9.66%
-3.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−43.02%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
21.78%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
—
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%