Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
−8.15%
10.94%
1 Year
−5.39%
1.03%
3 Years
10.81%
11.45%
5 Years
—
15.19%
Since Inception
11.07%
27.03%
Fund Age
5 yrs
5 yrs 11 mo
AUM
₹121.08 Cr
₹298.71 Cr
Alpha – 1 Year
−5.32%
−3.69%
Alpha – 3 Years
−2.65%
−0.64%
Information Ratio – 3 Years
-0.15
-0.04
Volatility – 1 Year
24.51%
27.68%
Volatility – 3 Years
24.85%
23.40%
Beta – 1 Year
1.17
1.45
Beta – 3 Years
1.18
1.22
Sharpe Ratio – 1 Year
-0.34
-0.03
Sharpe Ratio – 3 Years
0.32
0.35
Worst Rolling Year
9.88%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−34.50%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%