Hem Securities – Dream IRSS

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About HEM Group

HEM Group is a trusted partner in wealth creation, with over 40 years of experience and a proven track record of success. With a presence in over 150 business locations, they are at the forefront of the finance industry as one of India’s fastest-growing PMS houses. Trusted by nearly 100,000 clients, they specialize in empowering small and medium enterprises (SMEs) to thrive, making them one of the largest SME-focused Merchant Bankers in the nation.

OUR INVESTMENT APPROACH

APPROACH-I DREAM (MULTI CAP)

  1. OFFERINGS
    -Invest in Equities
    -In Cash Segment Only (No Future & Options)
    -Minimum Investment of INR 50 lakhs
  2. APPROACH
    -Concentrated Portfolio of Approximately 23-35 Scrips
    -Investments in Fundamentally Strong Companies
    – Mix of Stable & Growth Oriented Companies
  3. VISION
    – Consistently Providing Healthy Returns by Outperforming The Markets
    – Minimizing Risks Through Sector Diversification
    – Maximum sector allocation of 25%#* & Stock Allocation of 10%*

DREAM MULTI-CAP STRATEGY

PERIOD DREAM S&P BSE 500
1 Month 6.3% 3.5%
1 Year 19.2% 11.4%
3 Year 30.09% 26.4%
SINCE INCEPTION
CAGR 23.8% 17.7%
ABSOLUTE 99.8% 69.5%

Fee Structure

Particulars Option A Option B
Fixed Fees 1.5% of AUM 2.5% of AUM
Variable Fees 20% of profit
(above hurdle rate)
Hurdle Rate 10%
Exit Load 1% of AUM
(For First year only)
1% of AUM
(For First year only)

APPROACH-II IRSS (SME & SMALL CAP)

  1. OFFERINGS
    -Invest in SME and SMALL CAP (Listed, Long Only)
    -In Cash Segment Only (No future & Options)
    -Minimum Investments of 50 lakhs
  2. APPROACH
    – Highly concentrated portfolio of High Growth Cos’s.
    – Investment in business with stability and sustainability
    – Primarily investing in high conviction SME and small cap companies.
  3. VISION
    – Providing healthy returns by outperforming the markets.
    – Minimising Risks through Sector diversification
    – Maximum Stock Allocation of 12-14%*

WHY INVEST IN SME AND SMALLCAPS?

  1. Potential for Multibagger Returns
    SMEs and small caps often have significant growth potential, which can lead to substantial returns on investment.
  1. Increased Likelihood of Generating Alpha
    These investments can outperform the market, providing higher-than-average returns compared to larger, more established companies.
  1. Opportunity to Invest in New and Emerging Sectors
    Small companies often operate in innovative and growing industries, offering unique investment opportunities.
  1. Greater Chances of Finding Companies at Much Lower Valuations
    Investors can identify and invest in promising companies early, often at more attractive prices before they are widely recognized.

PERFORMANCE

Period IRSS S&P BSE 500
1-Month 1.4% 3.5%
6-Month 7.85% -1.4%
1-Year 54.2% 11.4%
Since Inception CaGR 38.3% 5.1%
Since Inception Absolute 51.60% 6.60

Fee Structure

Particulars Option A
Fixed Fees 2% of AUM
Variable Fees 20% of profit
(above hurdle rate)
Hurdle Rate 10%
Exit Load 2% of AUM (For 1 year)
1% of AUM (For 1-2 years)

INVESTMENT TEAM

Mr. Mohit Nigam- Principal Officer

Mohit possesses extensive professional experience and in-depth knowledge of equity, Forex, and bond markets. Before leading PMS at Hem Securities Ltd, he managed the SLR portfolio at Axis Bank (Treasury) and contributed to the bank’s hedging strategies. Prior to his tenure at Axis Bank, he was part of the Forex Trading India Group (Treasury), where he provided advisory services to mid- and large corporations.

Academically, he is a Chartered Accountant (Gold Medalist, AIR-42) and Company Secretary (Gold Medalist, AIR-23). He also holds a management degree from the Indian Institute of Foreign Trade, Delhi.

His views and opinions are regularly published in several leading financial dailies.

Ms. Astha Jain – Sr. Research Analyst

She holds an MBA in Finance and works as a Senior Research Analyst at Hem Securities Ltd, where she is also part of the HEM PMS team. Since joining the research team in 2005, she has gained 15 years of experience in equity research, focusing on company fundamentals and identifying many successful investments.

She also works in Hem Securities’ Investment Banking Division, evaluating company valuations where the firm acts as a lead manager or merchant banker. Additionally, she is a key member of the primary market research team, covering over 500 IPOs and preparing their research reports since 2005.

She is a well-known media personality, regularly appearing on business channels like CNBC Awaaz, Zee Business, Bloomberg Quint, and CNBC Bazaar (Gujarati Channel). Her views are often featured on major financial websites like Economic Times, Moneycontrol, and Financial Express.

Benefit of Investment in Both Strategies at One Time

 DREAM (MULTI-CAP APPROACH)

  • Long Term Wealth Creation
  • Sectoral Diversification
  • Risk Mitigation

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IRSS (SMALL & MICROCAP – SME FOCUSED APPROACH)

  • High Risk High Returns 
  • Potential to generate outstanding returns

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COMPLETE & OPTIMUM EXPOSURE TO INDIAN EQUITIES

  • Probability of Higher Return Generation
  • Diversification amongst equities
  • Limited overlapping of portfolio

FAQ

How does HEM Group differentiate itself from other wealth management firms?

HEM Group distinguishes itself through over 40 years of experience, a proven track record of success, and a focus on empowering SMEs. Their approach combines sector diversification, risk mitigation, and high-quality research to achieve healthy returns.

How does HEM Group select companies for investment in its DREAM (Multi-Cap) and IRSS (SME & Small Cap) strategies?

They employ rigorous research and analysis to identify companies with strong fundamentals, growth potential, and stability.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

ASK India Select Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 4-Jan-10
Multi Cap
(PMS)
2,808 Strategy 5.80 10.60 15.30 22.70 6.50 12.90 13.50 17.30 15.70
S&P BSE 500 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 12.80

ASK Indian Entrepreneur Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 25-Jan-10
Multi Cap
(PMS)
18,959 Strategy 3.70 7.20 10.00 20.50 5.00 13.80 14.80 18.40 17.60
BSE 500-TRI 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 13.10

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.