Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.27%
2.21%
6 Months
−8.15%
21.04%
1 Year
−5.39%
21.34%
3 Years
10.81%
19.08%
5 Years
—
23.67%
Since Inception
11.07%
—
Fund Age
5 yrs
6 yrs 4 mo
AUM
₹121.08 Cr
₹364.08 Cr
Alpha – 1 Year
−5.32%
21.69%
Alpha – 3 Years
−2.65%
10.08%
Information Ratio – 3 Years
-0.15
0.52
Volatility – 1 Year
24.51%
32.28%
Volatility – 3 Years
24.85%
28.08%
Beta – 1 Year
1.17
1.47
Beta – 3 Years
1.18
1.60
Sharpe Ratio – 1 Year
-0.34
0.58
Sharpe Ratio – 3 Years
0.32
0.57
Worst Rolling Year
9.88%
15.61%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
−34.50%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 90% · M 10%
Number of Stocks
—
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%