Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
7.60%
6 Months
39.75%
26.61%
1 Year
15.14%
33.69%
3 Years
13.51%
25.74%
5 Years
—
21.83%
Since Inception
26.22%
—
Fund Age
4 yrs 6 mo
8 yrs 4 mo
AUM
₹81.24 Cr
₹158.52 Cr
Alpha – 1 Year
11.38%
29.93%
Alpha – 3 Years
2.62%
14.85%
Information Ratio – 3 Years
0.33
1.52
Volatility – 1 Year
46.80%
19.82%
Volatility – 3 Years
34.40%
19.44%
Beta – 1 Year
2.21
1.03
Beta – 3 Years
1.57
1.06
Sharpe Ratio – 1 Year
0.38
1.29
Sharpe Ratio – 3 Years
0.37
1.16
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 31% · M 28% · S 38%
Number of Stocks
—
20
Portfolio P/E
—
—
Top 5 Holdings
—
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
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%
2% / 0% / 0%