Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
−8.15%
2.04%
1 Year
−5.39%
13.04%
3 Years
10.81%
15.74%
5 Years
—
14.15%
Since Inception
11.07%
15.13%
Fund Age
5 yrs
14 yrs 1 mo
AUM
₹121.08 Cr
₹850.7 Cr
Alpha – 1 Year
−5.32%
13.39%
Alpha – 3 Years
−2.65%
6.74%
Information Ratio – 3 Years
-0.15
1.02
Volatility – 1 Year
24.51%
18.01%
Volatility – 3 Years
24.85%
15.42%
Beta – 1 Year
1.17
1.04
Beta – 3 Years
1.18
0.99
Sharpe Ratio – 1 Year
-0.34
0.48
Sharpe Ratio – 3 Years
0.32
0.76
Worst Rolling Year
9.88%
-19.06%
Value at Worst Rolling Year
₹1.10 Cr
₹0.81 Cr
Deepest Drawdown
−34.50%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
21.70%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
M 20% · S 78%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%