Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
1.41%
6 Months
−8.15%
13.18%
1 Year
−5.39%
2.91%
3 Years
10.81%
14.27%
5 Years
—
—
Since Inception
11.07%
11.83%
Fund Age
5 yrs
4 yrs 11 mo
AUM
₹121.08 Cr
₹31.01 Cr
Alpha – 1 Year
−5.32%
−1.81%
Alpha – 3 Years
−2.65%
2.18%
Information Ratio – 3 Years
-0.15
0.24
Volatility – 1 Year
24.51%
18.67%
Volatility – 3 Years
24.85%
17.11%
Beta – 1 Year
1.17
0.97
Beta – 3 Years
1.18
0.95
Sharpe Ratio – 1 Year
-0.34
-0.04
Sharpe Ratio – 3 Years
0.32
0.56
Worst Rolling Year
9.88%
12.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−34.50%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
Top 5 Holdings
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—