Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Motilal Oswal - Ethical
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%
1.53%
6 Months
−8.15%
18.13%
1 Year
−5.39%
13.15%
3 Years
10.81%
14.12%
5 Years
—
11.96%
Since Inception
11.07%
13.25%
Fund Age
5 yrs
5 yrs 1 mo
AUM
₹121.08 Cr
₹77.09 Cr
Alpha – 1 Year
−5.32%
10.17%
Alpha – 3 Years
−2.65%
2.24%
Information Ratio – 3 Years
-0.15
0.36
Volatility – 1 Year
24.51%
23.76%
Volatility – 3 Years
24.85%
19.81%
Beta – 1 Year
1.17
1.23
Beta – 3 Years
1.18
1.14
Sharpe Ratio – 1 Year
-0.34
0.40
Sharpe Ratio – 3 Years
0.32
0.50
Worst Rolling Year
9.88%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−34.50%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%