Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
4.27%
6 Months
24.60%
−8.15%
1 Year
7.56%
−5.39%
3 Years
20.98%
10.81%
5 Years
—
—
Since Inception
24.10%
11.07%
Fund Age
4 yrs 4 mo
5 yrs
AUM
₹3.89 Cr
₹121.08 Cr
Alpha – 1 Year
4.58%
−5.32%
Alpha – 3 Years
9.08%
−2.65%
Information Ratio – 3 Years
0.07
-0.15
Volatility – 1 Year
32.74%
24.51%
Volatility – 3 Years
27.24%
24.85%
Beta – 1 Year
1.49
1.17
Beta – 3 Years
1.30
1.18
Sharpe Ratio – 1 Year
0.20
-0.34
Sharpe Ratio – 3 Years
0.49
0.32
Worst Rolling Year
17.91%
9.88%
Value at Worst Rolling Year
₹1.18 Cr
₹1.10 Cr
Deepest Drawdown
−34.40%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 20% · S 78%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%