Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Nippon - Emerging India - EIP
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%
2.63%
6 Months
−8.15%
13.11%
1 Year
−5.39%
15.44%
3 Years
10.81%
15.82%
5 Years
—
15.29%
Since Inception
11.07%
15.37%
Fund Age
5 yrs
9 yrs 4 mo
AUM
₹121.08 Cr
₹32.48 Cr
Alpha – 1 Year
−5.32%
10.72%
Alpha – 3 Years
−2.65%
3.73%
Information Ratio – 3 Years
-0.15
0.69
Volatility – 1 Year
24.51%
17.99%
Volatility – 3 Years
24.85%
17.45%
Beta – 1 Year
1.17
0.99
Beta – 3 Years
1.18
1.02
Sharpe Ratio – 1 Year
-0.34
0.59
Sharpe Ratio – 3 Years
0.32
0.71
Worst Rolling Year
9.88%
-6.27%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−34.50%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
21.70%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 8% · M 22% · S 44%
Number of Stocks
—
30
Portfolio P/E
—
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%