Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
4.27%
6 Months
−5.38%
−8.15%
1 Year
−6.70%
−5.39%
3 Years
7.98%
10.81%
5 Years
—
—
Since Inception
7.98%
11.07%
Fund Age
2 yrs 11 mo
5 yrs
AUM
₹7.31 Cr
₹121.08 Cr
Alpha – 1 Year
−6.35%
−5.32%
Alpha – 3 Years
−1.02%
−2.65%
Information Ratio – 3 Years
-0.08
-0.15
Volatility – 1 Year
17.44%
24.51%
Volatility – 3 Years
15.65%
24.85%
Beta – 1 Year
1.08
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
-0.61
-0.34
Sharpe Ratio – 3 Years
0.22
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−21.15%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
M 20% · S 78%
Number of Stocks
66
—
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%