Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
6.10%
6 Months
22.77%
8.11%
1 Year
24.21%
−2.73%
3 Years
13.20%
11.42%
5 Years
12.56%
12.09%
Since Inception
18.69%
13.75%
Fund Age
7 yrs 4 mo
5 yrs 5 mo
AUM
₹114.64 Cr
₹205.48 Cr
Alpha – 1 Year
19.49%
−5.71%
Alpha – 3 Years
1.43%
−0.47%
Information Ratio – 3 Years
0.12
-0.07
Volatility – 1 Year
24.82%
23.93%
Volatility – 3 Years
21.64%
22.69%
Beta – 1 Year
1.34
1.24
Beta – 3 Years
1.13
1.17
Sharpe Ratio – 1 Year
0.78
-0.23
Sharpe Ratio – 3 Years
0.46
0.35
Worst Rolling Year
10.43%
11.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−24.42%
−29.75%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 28% · M 36% · S 34%
Number of Stocks
32
29
Portfolio P/E
37.13
46.19
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%