Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Monarch Wealth Creator Fund
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%
2.85%
6 Months
−8.15%
12.32%
1 Year
−5.39%
—
3 Years
10.81%
—
5 Years
—
—
Since Inception
11.07%
13.81%
Fund Age
5 yrs
8 mo
AUM
₹121.08 Cr
₹279.09 Cr
Alpha – 1 Year
−5.32%
—
Alpha – 3 Years
−2.65%
—
Information Ratio – 3 Years
-0.15
—
Volatility – 1 Year
24.51%
—
Volatility – 3 Years
24.85%
—
Beta – 1 Year
1.17
—
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
-0.34
—
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
9.88%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−34.50%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 35% · M 34% · S 23%
Number of Stocks
—
40
Portfolio P/E
—
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
—
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0.5% / 0.5% / 0%