Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
MOAT - Moderate Compounders
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%
2.75%
6 Months
−8.15%
8.17%
1 Year
−5.39%
3.28%
3 Years
10.81%
8.41%
5 Years
—
12.53%
Since Inception
11.07%
11.01%
Fund Age
5 yrs
12 yrs 9 mo
AUM
₹121.08 Cr
₹16.57 Cr
Alpha – 1 Year
−5.32%
−1.44%
Alpha – 3 Years
−2.65%
−3.68%
Information Ratio – 3 Years
-0.15
-0.32
Volatility – 1 Year
24.51%
20.74%
Volatility – 3 Years
24.85%
17.91%
Beta – 1 Year
1.17
1.13
Beta – 3 Years
1.18
1.09
Sharpe Ratio – 1 Year
-0.34
0.00
Sharpe Ratio – 3 Years
0.32
0.32
Worst Rolling Year
9.88%
-16.89%
Value at Worst Rolling Year
₹1.10 Cr
₹0.83 Cr
Deepest Drawdown
−34.50%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
21.70%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
M 20% · S 78%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%