Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
SBI MF - ESG 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%
2.26%
6 Months
−8.15%
18.40%
1 Year
−5.39%
9.21%
3 Years
10.81%
13.13%
5 Years
—
13.39%
Since Inception
11.07%
14.83%
Fund Age
5 yrs
10 yrs
AUM
₹121.08 Cr
₹666.2 Cr
Alpha – 1 Year
−5.32%
9.64%
Alpha – 3 Years
−2.65%
4.56%
Information Ratio – 3 Years
-0.15
0.38
Volatility – 1 Year
24.51%
18.95%
Volatility – 3 Years
24.85%
16.01%
Beta – 1 Year
1.17
0.98
Beta – 3 Years
1.18
0.90
Sharpe Ratio – 1 Year
-0.34
0.27
Sharpe Ratio – 3 Years
0.32
0.52
Worst Rolling Year
9.88%
-3.31%
Value at Worst Rolling Year
₹1.10 Cr
₹0.97 Cr
Deepest Drawdown
−34.50%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
21.70%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%
1% / 0% / 0%