Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Unifi Insider Shadow*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
4.21%
6 Months
39.75%
10.07%
1 Year
15.14%
9.44%
3 Years
13.51%
8.18%
5 Years
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8.16%
Since Inception
26.22%
14.06%
Fund Age
4 yrs 6 mo
16 yrs 4 mo
AUM
₹81.24 Cr
₹85.99 Cr
Alpha – 1 Year
11.38%
4.72%
Alpha – 3 Years
2.62%
−3.91%
Information Ratio – 3 Years
0.33
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Volatility – 1 Year
46.80%
17.03%
Volatility – 3 Years
34.40%
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Beta – 1 Year
2.21
0.92
Beta – 3 Years
1.57
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Sharpe Ratio – 1 Year
0.38
0.30
Sharpe Ratio – 3 Years
0.37
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Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
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Deepest Drawdown
−43.02%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
21.78%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
20% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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