Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
7.67%
6 Months
−8.15%
27.70%
1 Year
−5.39%
47.52%
3 Years
10.81%
23.98%
5 Years
—
15.87%
Since Inception
11.07%
18.55%
Fund Age
5 yrs
16 yrs 2 mo
AUM
₹121.08 Cr
₹1,022.92 Cr
Alpha – 1 Year
−5.32%
42.80%
Alpha – 3 Years
−2.65%
11.89%
Information Ratio – 3 Years
-0.15
1.12
Volatility – 1 Year
24.51%
28.29%
Volatility – 3 Years
24.85%
20.76%
Beta – 1 Year
1.17
1.36
Beta – 3 Years
1.18
1.07
Sharpe Ratio – 1 Year
-0.34
1.33
Sharpe Ratio – 3 Years
0.32
0.99
Worst Rolling Year
9.88%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−34.50%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
21.70%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%