Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.27%
2.10%
6 Months
−8.15%
29.13%
1 Year
−5.39%
20.96%
3 Years
10.81%
17.22%
5 Years
—
—
Since Inception
11.07%
23.59%
Fund Age
5 yrs
3 yrs 7 mo
AUM
₹121.08 Cr
₹147.56 Cr
Alpha – 1 Year
−5.32%
16.24%
Alpha – 3 Years
−2.65%
5.13%
Information Ratio – 3 Years
-0.15
0.33
Volatility – 1 Year
24.51%
30.80%
Volatility – 3 Years
24.85%
25.65%
Beta – 1 Year
1.17
1.54
Beta – 3 Years
1.18
1.41
Sharpe Ratio – 1 Year
-0.34
0.58
Sharpe Ratio – 3 Years
0.32
0.54
Worst Rolling Year
9.88%
15.38%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−34.50%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 63% · M 11% · S 17%
Number of Stocks
—
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%