Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
−8.15%
11.98%
1 Year
−5.39%
18.12%
3 Years
10.81%
18.24%
5 Years
—
—
Since Inception
11.07%
20.21%
Fund Age
5 yrs
4 yrs 8 mo
AUM
₹121.08 Cr
₹424.87 Cr
Alpha – 1 Year
−5.32%
13.40%
Alpha – 3 Years
−2.65%
6.15%
Information Ratio – 3 Years
-0.15
0.85
Volatility – 1 Year
24.51%
22.44%
Volatility – 3 Years
24.85%
19.69%
Beta – 1 Year
1.17
1.22
Beta – 3 Years
1.18
1.10
Sharpe Ratio – 1 Year
-0.34
0.61
Sharpe Ratio – 3 Years
0.32
0.80
Worst Rolling Year
9.88%
18.24%
Value at Worst Rolling Year
₹1.10 Cr
₹1.18 Cr
Deepest Drawdown
−34.50%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
M 1% · S 89%
Number of Stocks
—
30
Portfolio P/E
—
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%