Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
6.10%
6 Months
19.69%
8.11%
1 Year
25.97%
−2.73%
3 Years
17.02%
11.42%
5 Years
—
12.09%
Since Inception
24.02%
13.75%
Fund Age
4 yrs 2 mo
5 yrs 5 mo
AUM
₹101.01 Cr
₹205.48 Cr
Alpha – 1 Year
21.25%
−5.71%
Alpha – 3 Years
4.93%
−0.47%
Information Ratio – 3 Years
0.46
-0.07
Volatility – 1 Year
21.63%
23.93%
Volatility – 3 Years
19.42%
22.69%
Beta – 1 Year
1.10
1.24
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
0.93
-0.23
Sharpe Ratio – 3 Years
0.65
0.35
Worst Rolling Year
16.82%
11.05%
Value at Worst Rolling Year
₹1.17 Cr
₹1.11 Cr
Deepest Drawdown
−20.44%
−29.75%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
L 28% · M 36% · S 34%
Number of Stocks
—
29
Portfolio P/E
—
46.19
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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 · 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)
—
2% / 1% / 0%