Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Tamohara - TRUFFLE
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%
8.72%
6 Months
−8.15%
28.59%
1 Year
−5.39%
28.02%
3 Years
10.81%
18.67%
5 Years
—
17.18%
Since Inception
11.07%
20.03%
Fund Age
5 yrs
5 yrs 4 mo
AUM
₹121.08 Cr
₹221.27 Cr
Alpha – 1 Year
−5.32%
28.37%
Alpha – 3 Years
−2.65%
9.68%
Information Ratio – 3 Years
-0.15
0.87
Volatility – 1 Year
24.51%
22.32%
Volatility – 3 Years
24.85%
17.88%
Beta – 1 Year
1.17
1.03
Beta – 3 Years
1.18
0.95
Sharpe Ratio – 1 Year
-0.34
0.99
Sharpe Ratio – 3 Years
0.32
0.81
Worst Rolling Year
9.88%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−34.50%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –