Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
−8.15%
20.32%
1 Year
−5.39%
29.93%
3 Years
10.81%
—
5 Years
—
—
Since Inception
11.07%
15.24%
Fund Age
5 yrs
1 yr 9 mo
AUM
₹121.08 Cr
₹3.17 Cr
Alpha – 1 Year
−5.32%
25.21%
Alpha – 3 Years
−2.65%
—
Information Ratio – 3 Years
-0.15
—
Volatility – 1 Year
24.51%
24.54%
Volatility – 3 Years
24.85%
—
Beta – 1 Year
1.17
1.19
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
-0.34
0.97
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
9.88%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−34.50%
−12.48%
Recovery Period
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –