Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Sowilo Multicap Fund
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%
3.12%
6 Months
39.75%
20.18%
1 Year
15.14%
17.30%
3 Years
13.51%
18.32%
5 Years
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—
Since Inception
26.22%
21.17%
Fund Age
4 yrs 6 mo
3 yrs 2 mo
AUM
₹81.24 Cr
₹171.55 Cr
Alpha – 1 Year
11.38%
12.58%
Alpha – 3 Years
2.62%
6.23%
Information Ratio – 3 Years
0.33
0.82
Volatility – 1 Year
46.80%
24.39%
Volatility – 3 Years
34.40%
21.61%
Beta – 1 Year
2.21
1.30
Beta – 3 Years
1.57
1.25
Sharpe Ratio – 1 Year
0.38
0.55
Sharpe Ratio – 3 Years
0.37
0.70
Worst Rolling Year
9.66%
18.30%
Value at Worst Rolling Year
₹1.10 Cr
₹1.18 Cr
Deepest Drawdown
−43.02%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%