Hem Securities - India Rising SME Stars PMS: Returns, Portfolio & Fees

PMS · Equity · Small Cap

Hem Securities - India Rising SME Stars

Fund size₹81 Cr

Alpha (3Y)1.32%

3Y return13.51%

Fund age4 yrs 6 mo

Fund Manager

Mohit Nigam

Head And Fund Manager, PMS, Hem Securities

Mr. Mohit Nigam has professional experience and thorough knowledge across markets in Equities, Forex and Bonds. Before heading PMS in Hem Securities Ltd, he has worked with Axis Bank (Treasury) for managing SLR portfolio of the bank. He has also contributed in hedging strategies of the bank. Earlier to Axis Bank, he was a part of Forex Trading India Group (Treasury) wherein he provided mid and large corporate advisory services. Speaking of academics, he is a Chartered Accountant (AIR-42) and a Company Secretary (AIR-23). He also holds a management degree from Indian Institute of Foreign Trade, Delhi.

Managing AUM₹273 Cr

Growth of₹Cr

Hem Securities India Rising SME Stars

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Hem Securities India Rising SME Stars	21.68%	15.14%	1.04%	13.51%	—	26.22%
Nifty 500	−1.02%	3.76%	−1.13%	10.89%	—	10.26%
Excess over benchmark	22.70%	11.38%	2.17%	2.62%	—	15.96%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

34.40%

Benchmark approx 14.70%

A standard deviation reflecting historical swings.

Sensitivity

1.57

Beta vs benchmark 1.00 · 57% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.37

Sharpe

Excess return gained per unit of volatility.

Capture ratio

132 / 122

Upside / Downside Capture

Share of market gains captured versus losses absorbed.

How far below its previous high it fell

Over the trailing 3Y window the scheme fell −43.02% from its 17 Dec 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.

Max drawdowns

−43.02%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	17 Dec 2024	31 Mar 2026	−43.02%	469 days	–	–
Benchmark	30 Aug 2024	28 Feb 2025	−18.59%	182 days	–	–

Scheme

Peak17 Dec 2024

Trough31 Mar 2026

Depth−43.02%

Fell over469 days

Recovered–

Recovery took–

Benchmark

Peak30 Aug 2024

Trough28 Feb 2025

Depth−18.59%

Fell over182 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026

Fees

VariablePlan A · Shared upside

Fixed Management Fee2.00% / yr

Performance Fee20% of profit

Hurdle RateAbove 10%

Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.

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