Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 13.5%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.27%
0.30%
6 Months
−8.15%
26.99%
1 Year
−5.39%
26.29%
3 Years
10.81%
27.01%
5 Years
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Since Inception
11.07%
35.84%
Fund Age
5 yrs
4 yrs 3 mo
AUM
₹121.08 Cr
₹521.91 Cr
Alpha – 1 Year
−5.32%
28.33%
Alpha – 3 Years
−2.65%
20.36%
Information Ratio – 3 Years
-0.15
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Volatility – 1 Year
24.51%
31.27%
Volatility – 3 Years
24.85%
25.96%
Beta – 1 Year
1.17
—
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
-0.34
0.72
Sharpe Ratio – 3 Years
0.32
0.85
Worst Rolling Year
9.88%
27.02%
Value at Worst Rolling Year
₹1.10 Cr
₹1.27 Cr
Deepest Drawdown
−34.50%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 20% · S 78%
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Number of Stocks
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49
Portfolio P/E
—
21.17
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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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