Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
6.10%
6 Months
3.75%
8.11%
1 Year
−5.76%
−2.73%
3 Years
3.98%
11.42%
5 Years
6.05%
12.09%
Since Inception
9.94%
13.75%
Fund Age
7 yrs 9 mo
5 yrs 5 mo
AUM
₹45.09 Cr
₹205.48 Cr
Alpha – 1 Year
−8.74%
−5.71%
Alpha – 3 Years
−7.91%
−0.47%
Information Ratio – 3 Years
-1.11
-0.07
Volatility – 1 Year
21.69%
23.93%
Volatility – 3 Years
18.00%
22.69%
Beta – 1 Year
1.21
1.24
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
-0.42
-0.23
Sharpe Ratio – 3 Years
0.01
0.35
Worst Rolling Year
3.08%
11.05%
Value at Worst Rolling Year
₹1.03 Cr
₹1.11 Cr
Deepest Drawdown
−29.01%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 28% · M 36% · S 34%
Number of Stocks
43
29
Portfolio P/E
—
46.19
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%