Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Karma - Wealth Builder
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%
4.30%
6 Months
−8.15%
9.50%
1 Year
−5.39%
10.30%
3 Years
10.81%
13.40%
5 Years
—
13.85%
Since Inception
11.07%
12.90%
Fund Age
5 yrs
19 yrs 8 mo
AUM
₹121.08 Cr
₹295.65 Cr
Alpha – 1 Year
−5.32%
5.60%
Alpha – 3 Years
−2.65%
1.30%
Information Ratio – 3 Years
-0.15
0.46
Volatility – 1 Year
24.51%
20.18%
Volatility – 3 Years
24.85%
17.30%
Beta – 1 Year
1.17
1.09
Beta – 3 Years
1.18
1.05
Sharpe Ratio – 1 Year
-0.34
0.32
Sharpe Ratio – 3 Years
0.32
0.49
Worst Rolling Year
9.88%
-20.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−34.50%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
21.70%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
M 20% · S 78%
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –