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Dynamic Research and Emerging Strategy

Hem Securities Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
4 March 2020
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

DREAM is a multi cap strategy consisting of ~25 high conviction stocks across various sectors, with maximum allocation to a single sector being not more than 25%.

Investment Objective

Achieve Capital Growth and/or Income generation to assist the Clients in achieving their goals by investing in Equities and Equity Related Instruments and Other Securities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.37% -0.25% -2.12%
3 MONTHS 0.15% 4.84% -4.69%
6 MONTHS -5.45% 1.08% -6.53%
1 YEAR -5.98% 6.41% -12.39%
2 YEAR 10.16% 10.39% -0.23%
3 YEAR 21.57% 15.02% 6.55%
5 YEAR 20.75% 15.40% 5.35%
SINCE INCEPTION 22.50% 17.28% 5.22%

Calendar Year Performance

Year Return
CY 2025 -5.98%
CY 2024 29.08%
CY 2023 48.06%
CY 2022 0.06%
CY 2021 42.68%
CY 2020 27.20%

Financial Year Performance

Year Return
FY 26_YTD 10.25%
FY 25 12.09%
FY 24 52.56%
FY 23 -3.61%
FY 22 29.41%
FY 21 76.68%
FY 20 -20.76%

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

Fund Managers

Mohit Nigam

Head & Fund Manager

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.

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
34
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
5 Yrs, 9 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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