Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
SBI AEON ALPHA PMS
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%
0.41%
6 Months
−8.15%
20.81%
1 Year
−5.39%
15.63%
3 Years
10.81%
13.76%
5 Years
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Since Inception
11.07%
14.77%
Fund Age
5 yrs
4 yrs 6 mo
AUM
₹121.08 Cr
₹751.68 Cr
Alpha – 1 Year
−5.32%
16.06%
Alpha – 3 Years
−2.65%
5.19%
Information Ratio – 3 Years
-0.15
0.25
Volatility – 1 Year
24.51%
18.90%
Volatility – 3 Years
24.85%
16.75%
Beta – 1 Year
1.17
0.89
Beta – 3 Years
1.18
0.79
Sharpe Ratio – 1 Year
-0.34
0.57
Sharpe Ratio – 3 Years
0.32
0.53
Worst Rolling Year
9.88%
13.60%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−34.50%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
15.94%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 20% · S 78%
L 16% · M 11% · S 70%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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—
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%