Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
−8.15%
6.66%
1 Year
−5.39%
7.95%
3 Years
10.81%
14.01%
5 Years
—
12.40%
Since Inception
11.07%
16.07%
Fund Age
5 yrs
12 yrs 5 mo
AUM
₹121.08 Cr
₹27.98 Cr
Alpha – 1 Year
−5.32%
3.23%
Alpha – 3 Years
−2.65%
1.92%
Information Ratio – 3 Years
-0.15
0.55
Volatility – 1 Year
24.51%
16.42%
Volatility – 3 Years
24.85%
14.36%
Beta – 1 Year
1.17
0.92
Beta – 3 Years
1.18
0.91
Sharpe Ratio – 1 Year
-0.34
0.15
Sharpe Ratio – 3 Years
0.32
0.63
Worst Rolling Year
9.88%
-4.39%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−34.50%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
21.70%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%