Affluense AI AFFLUENSE

India Rising SME Stars

Hem Securities Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
18 February 2022
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

To achieve superior investment performance through the identification and capitalization of opportunities within the Small and Medium-sized Enterprises (SME) and small-cap equity segments.

Investment Objective

To achieve superior returns by identifying and capitalizing on prospects within the Small and Medium Enterprises (SME) and small-cap segments of the equity market.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -7.29% -0.25% -7.04%
3 MONTHS -4.74% 4.84% -9.58%
6 MONTHS -9.93% 1.08% -11.01%
1 YEAR -17.85% 6.41% -24.26%
2 YEAR 5.94% 10.39% -4.45%
3 YEAR 16.42% 15.02% 1.40%
SINCE INCEPTION 24.86% 12.77% 12.09%

Calendar Year Performance

Year Return
CY 2025 -17.85%
CY 2024 36.62%
CY 2022 50.35%

Financial Year Performance

Year Return
FY 26_YTD 13.04%
FY 24_YTD 54.86%
FY 25 9.95%
FY 24 45.40%
FY 23 34.31%
FY 22 -0.27%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mohit Nigam

Head & Fund Manager

Mr. Mohit Nigam possesses extensive market expertise spanning Equities, Forex, and Fixed Income instruments. Prior to his role as Head of Portfolio Management Services (PMS) at Hem Securities Ltd., he was instrumental in managing the Statutory Liquidity Ratio (SLR) portfolio at Axis Bank's Treasury division. His contributions also extended to developing and implementing hedging strategies for the bank. Preceding his tenure at Axis Bank, Mr. Nigam provided advisory services to mid and large corporate clients within the Forex Trading India Group's Treasury operations. Academically, he is a Chartered Accountant, securing All India Ranks of 42, and a Company Secretary, achieving an All India Rank of 23. He further holds a management degree from the Indian Institute of Foreign Trade, Delhi.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
3 Yrs, 10 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 2%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)