Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Tamohara - TRUFFLE
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%
8.72%
6 Months
39.75%
28.59%
1 Year
15.14%
28.02%
3 Years
13.51%
18.67%
5 Years
—
17.18%
Since Inception
26.22%
20.03%
Fund Age
4 yrs 6 mo
5 yrs 4 mo
AUM
₹81.24 Cr
₹221.27 Cr
Alpha – 1 Year
11.38%
28.37%
Alpha – 3 Years
2.62%
9.68%
Information Ratio – 3 Years
0.33
0.87
Volatility – 1 Year
46.80%
22.32%
Volatility – 3 Years
34.40%
17.88%
Beta – 1 Year
2.21
1.03
Beta – 3 Years
1.57
0.95
Sharpe Ratio – 1 Year
0.38
0.99
Sharpe Ratio – 3 Years
0.37
0.81
Worst Rolling Year
9.66%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−43.02%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
—
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –