Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.50%
4.27%
6 Months
20.10%
−8.15%
1 Year
15.30%
−5.39%
3 Years
16.40%
10.81%
5 Years
14.80%
—
Since Inception
22.20%
11.07%
Fund Age
14 yrs 10 mo
5 yrs
AUM
₹454.6 Cr
₹121.08 Cr
Alpha – 1 Year
10.60%
−5.32%
Alpha – 3 Years
4.30%
−2.65%
Information Ratio – 3 Years
0.46
-0.15
Volatility – 1 Year
22.61%
24.51%
Volatility – 3 Years
21.60%
24.85%
Beta – 1 Year
1.12
1.17
Beta – 3 Years
1.17
1.18
Sharpe Ratio – 1 Year
0.50
-0.34
Sharpe Ratio – 3 Years
0.56
0.32
Worst Rolling Year
-9.11%
9.88%
Value at Worst Rolling Year
₹0.91 Cr
₹1.10 Cr
Deepest Drawdown
−24.77%
−34.50%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
95.79%
100.00%
Median Rolling Year
24.63%
21.70%
5-Year Rolling Windows Positive
99.16%
100.00%
Market-Cap Mix
L 1% · M 29% · S 69%
M 20% · S 78%
Number of Stocks
222
—
Portfolio P/E
—
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%