Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
1.24%
6 Months
−8.15%
7.09%
1 Year
−5.39%
17.57%
3 Years
10.81%
20.39%
5 Years
—
—
Since Inception
11.07%
19.75%
Fund Age
5 yrs
4 yrs 2 mo
AUM
₹121.08 Cr
₹49.8 Cr
Alpha – 1 Year
−5.32%
16.32%
Alpha – 3 Years
−2.65%
14.92%
Information Ratio – 3 Years
-0.15
1.66
Volatility – 1 Year
24.51%
7.36%
Volatility – 3 Years
24.85%
8.69%
Beta – 1 Year
1.17
1.50
Beta – 3 Years
1.18
0.91
Sharpe Ratio – 1 Year
-0.34
1.55
Sharpe Ratio – 3 Years
0.32
1.63
Worst Rolling Year
9.88%
18.51%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−34.50%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
21.68%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 20% · S 78%
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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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%