Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Marcellus - Rising Giants
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%
0.40%
6 Months
−8.15%
4.60%
1 Year
−5.39%
−5.85%
3 Years
10.81%
5.64%
5 Years
—
—
Since Inception
11.07%
−0.46%
Fund Age
5 yrs
4 yrs 7 mo
AUM
₹121.08 Cr
₹87.75 Cr
Alpha – 1 Year
−5.32%
−8.83%
Alpha – 3 Years
−2.65%
−6.25%
Information Ratio – 3 Years
-0.15
-0.73
Volatility – 1 Year
24.51%
16.46%
Volatility – 3 Years
24.85%
15.18%
Beta – 1 Year
1.17
0.88
Beta – 3 Years
1.18
0.84
Sharpe Ratio – 1 Year
-0.34
-0.62
Sharpe Ratio – 3 Years
0.32
0.08
Worst Rolling Year
9.88%
-2.49%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−34.50%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
21.70%
5.97%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 20% · S 78%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
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—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%