Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
6.10%
6 Months
−1.55%
8.11%
1 Year
2.26%
−2.73%
3 Years
3.37%
11.42%
5 Years
4.66%
12.09%
Since Inception
9.07%
13.75%
Fund Age
6 yrs 8 mo
5 yrs 5 mo
AUM
₹55.15 Cr
₹205.48 Cr
Alpha – 1 Year
−0.72%
−5.71%
Alpha – 3 Years
−8.51%
−0.47%
Information Ratio – 3 Years
-1.16
-0.07
Volatility – 1 Year
17.30%
23.93%
Volatility – 3 Years
16.20%
22.69%
Beta – 1 Year
0.96
1.24
Beta – 3 Years
0.96
1.17
Sharpe Ratio – 1 Year
-0.10
-0.23
Sharpe Ratio – 3 Years
-0.05
0.35
Worst Rolling Year
0.65%
11.05%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−23.57%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
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
31.94
46.19
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%