Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
−8.15%
13.10%
1 Year
−5.39%
18.11%
3 Years
10.81%
14.56%
5 Years
—
8.71%
Since Inception
11.07%
13.67%
Fund Age
5 yrs
11 yrs 2 mo
AUM
₹121.08 Cr
₹138.06 Cr
Alpha – 1 Year
−5.32%
18.46%
Alpha – 3 Years
−2.65%
5.57%
Information Ratio – 3 Years
-0.15
0.62
Volatility – 1 Year
24.51%
22.83%
Volatility – 3 Years
24.85%
16.72%
Beta – 1 Year
1.17
1.29
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
-0.34
0.61
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
9.88%
-8.44%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−34.50%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.70%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%