Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
−8.15%
5.19%
1 Year
−5.39%
−0.45%
3 Years
10.81%
11.72%
5 Years
—
—
Since Inception
11.07%
12.62%
Fund Age
5 yrs
3 yrs 8 mo
AUM
₹121.08 Cr
₹42.96 Cr
Alpha – 1 Year
−5.32%
−3.43%
Alpha – 3 Years
−2.65%
−0.17%
Information Ratio – 3 Years
-0.15
-0.16
Volatility – 1 Year
24.51%
16.93%
Volatility – 3 Years
24.85%
15.20%
Beta – 1 Year
1.17
0.92
Beta – 3 Years
1.18
0.91
Sharpe Ratio – 1 Year
-0.34
-0.27
Sharpe Ratio – 3 Years
0.32
0.45
Worst Rolling Year
9.88%
11.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−34.50%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
15.01%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 20% · S 78%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%