Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Tamohara - Q Strategy
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%
−0.46%
6 Months
−8.15%
6.77%
1 Year
−5.39%
7.38%
3 Years
10.81%
9.03%
5 Years
—
—
Since Inception
11.07%
10.29%
Fund Age
5 yrs
4 yrs 2 mo
AUM
₹121.08 Cr
₹9.69 Cr
Alpha – 1 Year
−5.32%
7.73%
Alpha – 3 Years
−2.65%
0.04%
Information Ratio – 3 Years
-0.15
0.09
Volatility – 1 Year
24.51%
17.08%
Volatility – 3 Years
24.85%
16.18%
Beta – 1 Year
1.17
0.95
Beta – 3 Years
1.18
1.08
Sharpe Ratio – 1 Year
-0.34
0.20
Sharpe Ratio – 3 Years
0.32
0.33
Worst Rolling Year
9.88%
7.39%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−34.50%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –