Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
−8.15%
8.02%
1 Year
−5.39%
5.50%
3 Years
10.81%
7.60%
5 Years
—
9.19%
Since Inception
11.07%
14.35%
Fund Age
5 yrs
5 yrs 9 mo
AUM
₹121.08 Cr
₹11.85 Cr
Alpha – 1 Year
−5.32%
0.78%
Alpha – 3 Years
−2.65%
−4.49%
Information Ratio – 3 Years
-0.15
-0.44
Volatility – 1 Year
24.51%
20.18%
Volatility – 3 Years
24.85%
17.74%
Beta – 1 Year
1.17
1.11
Beta – 3 Years
1.18
1.06
Sharpe Ratio – 1 Year
-0.34
0.10
Sharpe Ratio – 3 Years
0.32
0.27
Worst Rolling Year
9.88%
7.60%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−34.50%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%