Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
5.68%
6 Months
−8.15%
10.98%
1 Year
−5.39%
10.72%
3 Years
10.81%
15.83%
5 Years
—
13.58%
Since Inception
11.07%
14.48%
Fund Age
5 yrs
21 yrs 11 mo
AUM
₹121.08 Cr
₹8.51 Cr
Alpha – 1 Year
−5.32%
6.00%
Alpha – 3 Years
−2.65%
3.74%
Information Ratio – 3 Years
-0.15
0.71
Volatility – 1 Year
24.51%
16.38%
Volatility – 3 Years
24.85%
14.45%
Beta – 1 Year
1.17
0.87
Beta – 3 Years
1.18
0.89
Sharpe Ratio – 1 Year
-0.34
0.33
Sharpe Ratio – 3 Years
0.32
0.72
Worst Rolling Year
9.88%
-12.28%
Value at Worst Rolling Year
₹1.10 Cr
₹0.88 Cr
Deepest Drawdown
−34.50%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
21.70%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
M 20% · S 78%
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%