Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
ValueQuest - Platinum
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%
2.62%
6 Months
−8.15%
20.31%
1 Year
−5.39%
5.50%
3 Years
10.81%
14.22%
5 Years
—
16.13%
Since Inception
11.07%
18.70%
Fund Age
5 yrs
9 yrs 8 mo
AUM
₹121.08 Cr
₹3,491.64 Cr
Alpha – 1 Year
−5.32%
2.52%
Alpha – 3 Years
−2.65%
2.33%
Information Ratio – 3 Years
-0.15
0.19
Volatility – 1 Year
24.51%
25.24%
Volatility – 3 Years
24.85%
21.26%
Beta – 1 Year
1.17
1.29
Beta – 3 Years
1.18
1.17
Sharpe Ratio – 1 Year
-0.34
0.11
Sharpe Ratio – 3 Years
0.32
0.48
Worst Rolling Year
9.88%
-9.34%
Value at Worst Rolling Year
₹1.10 Cr
₹0.91 Cr
Deepest Drawdown
−34.50%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
21.70%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 23% · M 15% · S 57%
Number of Stocks
—
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 1%