Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
6.10%
6 Months
−2.32%
8.11%
1 Year
−4.30%
−2.73%
3 Years
4.86%
11.42%
5 Years
5.12%
12.09%
Since Inception
13.15%
13.75%
Fund Age
16 yrs 7 mo
5 yrs 5 mo
AUM
₹21.07 Cr
₹205.48 Cr
Alpha – 1 Year
−7.28%
−5.71%
Alpha – 3 Years
−7.02%
−0.47%
Information Ratio – 3 Years
-1.10
-0.07
Volatility – 1 Year
16.85%
23.93%
Volatility – 3 Years
18.06%
22.69%
Beta – 1 Year
0.95
1.24
Beta – 3 Years
1.07
1.17
Sharpe Ratio – 1 Year
-0.50
-0.23
Sharpe Ratio – 3 Years
0.05
0.35
Worst Rolling Year
-4.57%
11.05%
Value at Worst Rolling Year
₹0.95 Cr
₹1.11 Cr
Deepest Drawdown
−24.09%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 28% · M 36% · S 34%
Number of Stocks
34
29
Portfolio P/E
41.34
46.19
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%