Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
1.81%
6 Months
−8.15%
1.04%
1 Year
−5.39%
0.26%
3 Years
10.81%
5.24%
5 Years
—
—
Since Inception
11.07%
8.72%
Fund Age
5 yrs
3 yrs 3 mo
AUM
₹121.08 Cr
₹10.49 Cr
Alpha – 1 Year
−5.32%
−5.71%
Alpha – 3 Years
−2.65%
−5.66%
Information Ratio – 3 Years
-0.15
-0.42
Volatility – 1 Year
24.51%
12.03%
Volatility – 3 Years
24.85%
9.92%
Beta – 1 Year
1.17
1.11
Beta – 3 Years
1.18
1.06
Sharpe Ratio – 1 Year
-0.34
-0.37
Sharpe Ratio – 3 Years
0.32
0.02
Worst Rolling Year
9.88%
4.93%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−34.50%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
6.41%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 20% · S 78%
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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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%