Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Incred-Small & MidCap PMS
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
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%
0.32%
6 Months
−8.15%
1.29%
1 Year
−5.39%
4.91%
3 Years
10.81%
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5 Years
—
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Since Inception
11.07%
6.59%
Fund Age
5 yrs
3 yrs 4 mo
AUM
₹121.08 Cr
₹1.17 Cr
Alpha – 1 Year
−5.32%
5.26%
Alpha – 3 Years
−2.65%
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Information Ratio – 3 Years
-0.15
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Volatility – 1 Year
24.51%
7.14%
Volatility – 3 Years
24.85%
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Beta – 1 Year
1.17
0.44
Beta – 3 Years
1.18
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Sharpe Ratio – 1 Year
-0.34
-0.03
Sharpe Ratio – 3 Years
0.32
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Worst Rolling Year
9.88%
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Value at Worst Rolling Year
₹1.10 Cr
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Deepest Drawdown
−34.50%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
21.70%
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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
—
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Portfolio P/E
—
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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
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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