Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
KEDIA - Multi Cap
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%
2.23%
6 Months
−8.15%
7.97%
1 Year
−5.39%
6.21%
3 Years
10.81%
12.78%
5 Years
—
14.19%
Since Inception
11.07%
16.41%
Fund Age
5 yrs
7 yrs 3 mo
AUM
₹121.08 Cr
₹115.97 Cr
Alpha – 1 Year
−5.32%
1.49%
Alpha – 3 Years
−2.65%
0.69%
Information Ratio – 3 Years
-0.15
0.20
Volatility – 1 Year
24.51%
15.75%
Volatility – 3 Years
24.85%
15.69%
Beta – 1 Year
1.17
0.82
Beta – 3 Years
1.18
0.88
Sharpe Ratio – 1 Year
-0.34
0.12
Sharpe Ratio – 3 Years
0.32
0.51
Worst Rolling Year
9.88%
11.84%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−34.50%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
—
Number of Stocks
—
35
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%