Our read
₹100 grew to ₹263.4 since inception (+23.5% CAGR), with a max drawdown of −38.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+18.0%
Since inception
+23.5%
Max drawdown
−38.8%
Volatility
+32.5%
Peer position
Loading peer ranks…
Performance
INDIA RISING SME STAR₹263.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −13.2% | +0.3% | −14.5% | +36.8% | −2.0% | +8.9% | −1.0% | +13.1% | +7.2% | +30.5% | |||
| 2025 | −10.3% | −16.1% | −1.5% | +6.5% | +8.2% | +6.8% | +0.5% | −5.2% | −0.7% | +2.6% | +0.1% | −7.3% | −17.8% |
| 2024 | +4.0% | −1.0% | −10.5% | +8.6% | −2.6% | +23.8% | +5.5% | +5.2% | +1.7% | −3.9% | +1.6% | +2.8% | +36.6% |
| 2023 | +3.0% | −10.6% | −3.2% | +12.2% | +1.4% | +5.8% | +4.7% | +17.1% | −4.5% | +5.3% | +4.5% | +1.9% | +40.6% |
| 2022 | −4.4% | +3.9% | +9.0% | −9.1% | −9.2% | +19.5% | +1.3% | +9.1% | +1.9% | +6.4% | +27.9% |
Metrics
Tearsheet- 1M return
- +7.2%
- 3M return
- +20.1%
- 6M return
- +75.3%
- 1Y return
- +24.3%
- 2Y CAGR
- +3.7%
- 3Y CAGR
- +18.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +23.5%
- Total return
- +163.4%
- Average month
- +2.2%
- Median month
- +1.9%
- Average up month
- +7.2%
- Best month
- +36.8%
- Best rolling 12M
- +60.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
INDIA RISING SME STAR performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has INDIA RISING SME STAR performed?
- INDIA RISING SME STAR (Hem Securities Limited) shows CAGR 23.53% and max drawdown -38.83% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is INDIA RISING SME STAR CAGR / max drawdown?
- CAGR is 23.53%; max drawdown is -38.83%. We only publish CAGR when there are enough months (≥12 on this track of 55 months). Learn more
- Where do INDIA RISING SME STAR returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite INDIA RISING SME STAR?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more