Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.27%
6.38%
6 Months
−8.15%
30.29%
1 Year
−5.39%
21.45%
3 Years
10.81%
18.94%
5 Years
—
—
Since Inception
11.07%
23.25%
Fund Age
5 yrs
3 yrs 1 mo
AUM
₹121.08 Cr
₹185.04 Cr
Alpha – 1 Year
−5.32%
16.73%
Alpha – 3 Years
−2.65%
6.85%
Information Ratio – 3 Years
-0.15
0.59
Volatility – 1 Year
24.51%
29.11%
Volatility – 3 Years
24.85%
25.42%
Beta – 1 Year
1.17
1.26
Beta – 3 Years
1.18
1.13
Sharpe Ratio – 1 Year
-0.34
0.62
Sharpe Ratio – 3 Years
0.32
0.60
Worst Rolling Year
9.88%
18.95%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−34.50%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
—
Number of Stocks
—
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%