Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Unifi Blended - Rangoli
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%
3.17%
6 Months
−8.15%
10.91%
1 Year
−5.39%
10.45%
3 Years
10.81%
10.60%
5 Years
—
10.74%
Since Inception
11.07%
18.07%
Fund Age
5 yrs
9 yrs 2 mo
AUM
₹121.08 Cr
₹11,464.61 Cr
Alpha – 1 Year
−5.32%
5.73%
Alpha – 3 Years
−2.65%
−1.49%
Information Ratio – 3 Years
-0.15
-0.11
Volatility – 1 Year
24.51%
18.78%
Volatility – 3 Years
24.85%
16.83%
Beta – 1 Year
1.17
1.04
Beta – 3 Years
1.18
1.02
Sharpe Ratio – 1 Year
-0.34
0.34
Sharpe Ratio – 3 Years
0.32
0.37
Worst Rolling Year
9.88%
4.89%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−34.50%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%