Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
−8.15%
1.92%
1 Year
−5.39%
0.43%
3 Years
10.81%
—
5 Years
—
—
Since Inception
11.07%
6.17%
Fund Age
5 yrs
2 yrs 2 mo
AUM
₹121.08 Cr
₹22.98 Cr
Alpha – 1 Year
−5.32%
−2.55%
Alpha – 3 Years
−2.65%
—
Information Ratio – 3 Years
-0.15
—
Volatility – 1 Year
24.51%
16.90%
Volatility – 3 Years
24.85%
—
Beta – 1 Year
1.17
0.96
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
-0.34
-0.22
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
9.88%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−34.50%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%