Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
2.92%
6 Months
−8.15%
8.20%
1 Year
−5.39%
15.48%
3 Years
10.81%
18.05%
5 Years
—
15.54%
Since Inception
11.07%
14.61%
Fund Age
5 yrs
10 yrs 4 mo
AUM
₹121.08 Cr
₹747.6 Cr
Alpha – 1 Year
−5.32%
15.83%
Alpha – 3 Years
−2.65%
9.06%
Information Ratio – 3 Years
-0.15
0.72
Volatility – 1 Year
24.51%
18.67%
Volatility – 3 Years
24.85%
21.45%
Beta – 1 Year
1.17
1.12
Beta – 3 Years
1.18
1.31
Sharpe Ratio – 1 Year
-0.34
0.58
Sharpe Ratio – 3 Years
0.32
0.64
Worst Rolling Year
9.88%
-13.89%
Value at Worst Rolling Year
₹1.10 Cr
₹0.86 Cr
Deepest Drawdown
−34.50%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
21.70%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%