Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Quest Investment Managers – Multi
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%
6.28%
6 Months
−8.15%
16.32%
1 Year
−5.39%
11.67%
3 Years
10.81%
19.26%
5 Years
—
13.96%
Since Inception
11.07%
16.00%
Fund Age
5 yrs
12 yrs
AUM
₹121.08 Cr
₹725.3 Cr
Alpha – 1 Year
−5.32%
6.95%
Alpha – 3 Years
−2.65%
7.18%
Information Ratio – 3 Years
-0.15
0.87
Volatility – 1 Year
24.51%
21.97%
Volatility – 3 Years
24.85%
19.77%
Beta – 1 Year
1.17
1.15
Beta – 3 Years
1.18
1.13
Sharpe Ratio – 1 Year
-0.34
0.37
Sharpe Ratio – 3 Years
0.32
0.73
Worst Rolling Year
9.88%
-10.23%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−34.50%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
21.70%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%