Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
6.10%
6 Months
−5.38%
8.11%
1 Year
−6.70%
−2.73%
3 Years
7.98%
11.42%
5 Years
—
12.09%
Since Inception
7.98%
13.75%
Fund Age
2 yrs 11 mo
5 yrs 5 mo
AUM
₹7.31 Cr
₹205.48 Cr
Alpha – 1 Year
−6.35%
−5.71%
Alpha – 3 Years
−1.02%
−0.47%
Information Ratio – 3 Years
-0.08
-0.07
Volatility – 1 Year
17.44%
23.93%
Volatility – 3 Years
15.65%
22.69%
Beta – 1 Year
1.08
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.61
-0.23
Sharpe Ratio – 3 Years
0.22
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−21.15%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 28% · M 36% · S 34%
Number of Stocks
66
29
Portfolio P/E
27.03
46.19
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%