Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Unifi Blended - Rangoli
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%
3.17%
6 Months
39.75%
10.91%
1 Year
15.14%
10.45%
3 Years
13.51%
10.60%
5 Years
—
10.74%
Since Inception
26.22%
18.07%
Fund Age
4 yrs 6 mo
9 yrs 2 mo
AUM
₹81.24 Cr
₹11,464.61 Cr
Alpha – 1 Year
11.38%
5.73%
Alpha – 3 Years
2.62%
−1.49%
Information Ratio – 3 Years
0.33
-0.11
Volatility – 1 Year
46.80%
18.78%
Volatility – 3 Years
34.40%
16.83%
Beta – 1 Year
2.21
1.04
Beta – 3 Years
1.57
1.02
Sharpe Ratio – 1 Year
0.38
0.34
Sharpe Ratio – 3 Years
0.37
0.37
Worst Rolling Year
9.66%
4.89%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−43.02%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.78%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
Top 5 Holdings
—
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%