Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
ASK-DRP
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
6.10%
6 Months
−1.27%
8.11%
1 Year
2.67%
−2.73%
3 Years
6.64%
11.42%
5 Years
7.83%
12.09%
Since Inception
10.74%
13.75%
Fund Age
8 yrs 1 mo
5 yrs 5 mo
AUM
₹495.64 Cr
₹205.48 Cr
Alpha – 1 Year
−0.31%
−5.71%
Alpha – 3 Years
−5.24%
−0.47%
Information Ratio – 3 Years
-0.72
-0.07
Volatility – 1 Year
17.10%
23.93%
Volatility – 3 Years
16.45%
22.69%
Beta – 1 Year
0.95
1.24
Beta – 3 Years
0.97
1.17
Sharpe Ratio – 1 Year
-0.08
-0.23
Sharpe Ratio – 3 Years
0.14
0.35
Worst Rolling Year
6.09%
11.05%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−22.30%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 28% · M 36% · S 34%
Number of Stocks
26
29
Portfolio P/E
31.96
46.19
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%