Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
6.10%
6 Months
25.00%
8.11%
1 Year
17.14%
−2.73%
3 Years
16.20%
11.42%
5 Years
15.34%
12.09%
Since Inception
19.60%
13.75%
Fund Age
7 yrs 3 mo
5 yrs 5 mo
AUM
₹127.23 Cr
₹205.48 Cr
Alpha – 1 Year
12.42%
−5.71%
Alpha – 3 Years
4.43%
−0.47%
Information Ratio – 3 Years
0.38
-0.07
Volatility – 1 Year
23.12%
23.93%
Volatility – 3 Years
20.20%
22.69%
Beta – 1 Year
1.18
1.24
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.56
-0.23
Sharpe Ratio – 3 Years
0.61
0.35
Worst Rolling Year
13.55%
11.05%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−26.74%
−29.75%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 28% · M 36% · S 34%
Number of Stocks
101
29
Portfolio P/E
52.20
46.19
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%