Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Systamatix - Dynamic Investment
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%
7.60%
6 Months
−8.15%
26.61%
1 Year
−5.39%
33.69%
3 Years
10.81%
25.74%
5 Years
—
21.83%
Since Inception
11.07%
—
Fund Age
5 yrs
8 yrs 4 mo
AUM
₹121.08 Cr
₹158.52 Cr
Alpha – 1 Year
−5.32%
29.93%
Alpha – 3 Years
−2.65%
14.85%
Information Ratio – 3 Years
-0.15
1.52
Volatility – 1 Year
24.51%
19.82%
Volatility – 3 Years
24.85%
19.44%
Beta – 1 Year
1.17
1.03
Beta – 3 Years
1.18
1.06
Sharpe Ratio – 1 Year
-0.34
1.29
Sharpe Ratio – 3 Years
0.32
1.16
Worst Rolling Year
9.88%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−34.50%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%