Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
3.30%
6 Months
−8.15%
9.86%
1 Year
−5.39%
0.86%
3 Years
10.81%
8.29%
5 Years
—
15.11%
Since Inception
11.07%
11.40%
Fund Age
5 yrs
8 yrs 7 mo
AUM
₹121.08 Cr
₹119.22 Cr
Alpha – 1 Year
−5.32%
1.21%
Alpha – 3 Years
−2.65%
−0.71%
Information Ratio – 3 Years
-0.15
-0.05
Volatility – 1 Year
24.51%
21.27%
Volatility – 3 Years
24.85%
19.22%
Beta – 1 Year
1.17
1.20
Beta – 3 Years
1.18
1.19
Sharpe Ratio – 1 Year
-0.34
-0.10
Sharpe Ratio – 3 Years
0.32
0.25
Worst Rolling Year
9.88%
0.71%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−34.50%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
21.70%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%