Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
7.03%
6 Months
−8.15%
31.10%
1 Year
−5.39%
52.47%
3 Years
10.81%
17.74%
5 Years
—
16.38%
Since Inception
11.07%
15.58%
Fund Age
5 yrs
16 yrs 9 mo
AUM
₹121.08 Cr
₹132.42 Cr
Alpha – 1 Year
−5.32%
47.75%
Alpha – 3 Years
−2.65%
5.65%
Information Ratio – 3 Years
-0.15
0.46
Volatility – 1 Year
24.51%
26.74%
Volatility – 3 Years
24.85%
21.32%
Beta – 1 Year
1.17
1.30
Beta – 3 Years
1.18
0.97
Sharpe Ratio – 1 Year
-0.34
1.52
Sharpe Ratio – 3 Years
0.32
0.68
Worst Rolling Year
9.88%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−34.50%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
21.70%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
M 20% · S 78%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%