Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
11.42%
6 Months
−8.15%
35.03%
1 Year
−5.39%
37.21%
3 Years
10.81%
27.05%
5 Years
—
21.76%
Since Inception
11.07%
19.33%
Fund Age
5 yrs
6 yrs 10 mo
AUM
₹121.08 Cr
₹2,975 Cr
Alpha – 1 Year
−5.32%
23.77%
Alpha – 3 Years
−2.65%
6.78%
Information Ratio – 3 Years
-0.15
5.24
Volatility – 1 Year
24.51%
18.59%
Volatility – 3 Years
24.85%
19.39%
Beta – 1 Year
1.17
1.23
Beta – 3 Years
1.18
1.12
Sharpe Ratio – 1 Year
-0.34
1.44
Sharpe Ratio – 3 Years
0.32
0.98
Worst Rolling Year
9.88%
-6.18%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−34.50%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
21.70%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%