Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
−8.15%
6.39%
1 Year
−5.39%
0.37%
3 Years
10.81%
11.18%
5 Years
—
—
Since Inception
11.07%
4.21%
Fund Age
5 yrs
4 yrs 6 mo
AUM
₹121.08 Cr
₹59.82 Cr
Alpha – 1 Year
−5.32%
−2.61%
Alpha – 3 Years
−2.65%
−0.71%
Information Ratio – 3 Years
-0.15
0.13
Volatility – 1 Year
24.51%
22.91%
Volatility – 3 Years
24.85%
17.96%
Beta – 1 Year
1.17
1.09
Beta – 3 Years
1.18
1.01
Sharpe Ratio – 1 Year
-0.34
-0.11
Sharpe Ratio – 3 Years
0.32
0.38
Worst Rolling Year
9.88%
3.87%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−34.50%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%