Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
ValueQuest - Growth
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%
1.42%
6 Months
39.75%
31.94%
1 Year
15.14%
21.84%
3 Years
13.51%
17.21%
5 Years
—
16.75%
Since Inception
26.22%
18.18%
Fund Age
4 yrs 6 mo
13 yrs 5 mo
AUM
₹81.24 Cr
₹2,035.08 Cr
Alpha – 1 Year
11.38%
18.86%
Alpha – 3 Years
2.62%
5.32%
Information Ratio – 3 Years
0.33
0.50
Volatility – 1 Year
46.80%
24.29%
Volatility – 3 Years
34.40%
19.24%
Beta – 1 Year
2.21
1.15
Beta – 3 Years
1.57
1.04
Sharpe Ratio – 1 Year
0.38
0.70
Sharpe Ratio – 3 Years
0.37
0.65
Worst Rolling Year
9.66%
-15.08%
Value at Worst Rolling Year
₹1.10 Cr
₹0.85 Cr
Deepest Drawdown
−43.02%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
21.78%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
—
L 23% · M 1% · S 69%
Number of Stocks
—
24
Portfolio P/E
—
—
Top 5 Holdings
—
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%