Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
39.75%
17.95%
1 Year
15.14%
21.71%
3 Years
13.51%
19.34%
5 Years
—
—
Since Inception
26.22%
19.34%
Fund Age
4 yrs 6 mo
3 yrs 6 mo
AUM
₹81.24 Cr
₹18.73 Cr
Alpha – 1 Year
11.38%
16.99%
Alpha – 3 Years
2.62%
7.25%
Information Ratio – 3 Years
0.33
0.85
Volatility – 1 Year
46.80%
22.22%
Volatility – 3 Years
34.40%
20.72%
Beta – 1 Year
2.21
0.87
Beta – 3 Years
1.57
0.89
Sharpe Ratio – 1 Year
0.38
0.75
Sharpe Ratio – 3 Years
0.37
0.85
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
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%
0% / 0% / 0%