Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
−0.46%
6 Months
39.75%
6.77%
1 Year
15.14%
7.38%
3 Years
13.51%
9.03%
5 Years
—
—
Since Inception
26.22%
10.29%
Fund Age
4 yrs 6 mo
4 yrs 2 mo
AUM
₹81.24 Cr
₹9.69 Cr
Alpha – 1 Year
11.38%
7.73%
Alpha – 3 Years
2.62%
0.04%
Information Ratio – 3 Years
0.33
0.09
Volatility – 1 Year
46.80%
17.08%
Volatility – 3 Years
34.40%
16.18%
Beta – 1 Year
2.21
0.95
Beta – 3 Years
1.57
1.08
Sharpe Ratio – 1 Year
0.38
0.20
Sharpe Ratio – 3 Years
0.37
0.33
Worst Rolling Year
9.66%
7.39%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−43.02%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
9.85%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
—
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
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% / – / –