Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
4.27%
6 Months
10.26%
−8.15%
1 Year
20.10%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
21.53%
11.07%
Fund Age
18 mo
5 yrs
AUM
₹79.16 Cr
₹121.08 Cr
Alpha – 1 Year
17.12%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
19.38%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
0.85
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.76
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−14.77%
−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 8% · M 7% · S 61%
M 20% · S 78%
Number of Stocks
66
—
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%