Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
39.75%
13.10%
1 Year
15.14%
18.11%
3 Years
13.51%
14.56%
5 Years
—
8.71%
Since Inception
26.22%
13.67%
Fund Age
4 yrs 6 mo
11 yrs 2 mo
AUM
₹81.24 Cr
₹138.06 Cr
Alpha – 1 Year
11.38%
18.46%
Alpha – 3 Years
2.62%
5.57%
Information Ratio – 3 Years
0.33
0.62
Volatility – 1 Year
46.80%
22.83%
Volatility – 3 Years
34.40%
16.72%
Beta – 1 Year
2.21
1.29
Beta – 3 Years
1.57
1.00
Sharpe Ratio – 1 Year
0.38
0.61
Sharpe Ratio – 3 Years
0.37
0.55
Worst Rolling Year
9.66%
-8.44%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−43.02%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.78%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
—
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%