Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
4.27%
6 Months
26.95%
−8.15%
1 Year
13.12%
−5.39%
3 Years
17.80%
10.81%
5 Years
15.04%
—
Since Inception
22.70%
11.07%
Fund Age
8 yrs
5 yrs
AUM
₹357.26 Cr
₹121.08 Cr
Alpha – 1 Year
10.14%
−5.32%
Alpha – 3 Years
5.90%
−2.65%
Information Ratio – 3 Years
0.31
-0.15
Volatility – 1 Year
32.38%
24.51%
Volatility – 3 Years
25.45%
24.85%
Beta – 1 Year
1.68
1.17
Beta – 3 Years
1.37
1.18
Sharpe Ratio – 1 Year
0.36
-0.34
Sharpe Ratio – 3 Years
0.56
0.32
Worst Rolling Year
11.19%
9.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−26.50%
−34.50%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
M 20% · S 78%
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%