Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
−8.15%
11.30%
1 Year
−5.39%
5.88%
3 Years
10.81%
—
5 Years
—
—
Since Inception
11.07%
10.85%
Fund Age
5 yrs
2 yrs 5 mo
AUM
₹121.08 Cr
₹45.96 Cr
Alpha – 1 Year
−5.32%
−0.98%
Alpha – 3 Years
−2.65%
—
Information Ratio – 3 Years
-0.15
—
Volatility – 1 Year
24.51%
21.88%
Volatility – 3 Years
24.85%
—
Beta – 1 Year
1.17
2.00
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
-0.34
0.12
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
9.88%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−34.50%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1.5% / 1%