Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
0.97%
6 Months
−8.15%
6.33%
1 Year
−5.39%
−0.99%
3 Years
10.81%
6.26%
5 Years
—
6.47%
Since Inception
11.07%
5.18%
Fund Age
5 yrs
19 yrs 5 mo
AUM
₹121.08 Cr
₹95.89 Cr
Alpha – 1 Year
−5.32%
2.51%
Alpha – 3 Years
−2.65%
−2.73%
Information Ratio – 3 Years
-0.15
-0.10
Volatility – 1 Year
24.51%
20.93%
Volatility – 3 Years
24.85%
17.77%
Beta – 1 Year
1.17
1.14
Beta – 3 Years
1.18
1.05
Sharpe Ratio – 1 Year
-0.34
-0.20
Sharpe Ratio – 3 Years
0.32
0.23
Worst Rolling Year
9.88%
-21.50%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−34.50%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
21.70%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
M 20% · S 78%
L 77% · M 12% · S 11%
Number of Stocks
—
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%