Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Marathon Trends - Trend Following
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%
1.43%
6 Months
−8.15%
0.81%
1 Year
−5.39%
7.79%
3 Years
10.81%
9.10%
5 Years
—
—
Since Inception
11.07%
17.42%
Fund Age
5 yrs
8 yrs 11 mo
AUM
₹121.08 Cr
₹342.11 Cr
Alpha – 1 Year
−5.32%
3.07%
Alpha – 3 Years
−2.65%
−2.99%
Information Ratio – 3 Years
-0.15
0.29
Volatility – 1 Year
24.51%
17.73%
Volatility – 3 Years
24.85%
15.85%
Beta – 1 Year
1.17
1.00
Beta – 3 Years
1.18
0.98
Sharpe Ratio – 1 Year
-0.34
0.21
Sharpe Ratio – 3 Years
0.32
0.50
Worst Rolling Year
9.88%
9.10%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−34.50%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 40% · M 35% · S 22%
Number of Stocks
—
23
Portfolio P/E
—
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%