Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
4.27%
6 Months
32.15%
−8.15%
1 Year
16.77%
−5.39%
3 Years
19.00%
10.81%
5 Years
20.10%
—
Since Inception
27.01%
11.07%
Fund Age
6 yrs 10 mo
5 yrs
AUM
₹247.64 Cr
₹121.08 Cr
Alpha – 1 Year
13.79%
−5.32%
Alpha – 3 Years
7.10%
−2.65%
Information Ratio – 3 Years
0.30
-0.15
Volatility – 1 Year
39.13%
24.51%
Volatility – 3 Years
29.47%
24.85%
Beta – 1 Year
1.87
1.17
Beta – 3 Years
1.36
1.18
Sharpe Ratio – 1 Year
0.42
-0.34
Sharpe Ratio – 3 Years
0.55
0.32
Worst Rolling Year
15.03%
9.88%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−35.86%
−34.50%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
M 20% · S 78%
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%