Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
4.27%
6 Months
8.11%
−8.15%
1 Year
−2.73%
−5.39%
3 Years
11.42%
10.81%
5 Years
12.09%
—
Since Inception
13.75%
11.07%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹205.48 Cr
₹121.08 Cr
Alpha – 1 Year
−5.71%
−5.32%
Alpha – 3 Years
−0.47%
−2.65%
Information Ratio – 3 Years
-0.07
-0.15
Volatility – 1 Year
23.93%
24.51%
Volatility – 3 Years
22.69%
24.85%
Beta – 1 Year
1.24
1.17
Beta – 3 Years
1.17
1.18
Sharpe Ratio – 1 Year
-0.23
-0.34
Sharpe Ratio – 3 Years
0.35
0.32
Worst Rolling Year
11.05%
9.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−29.75%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
M 20% · S 78%
Number of Stocks
29
—
Portfolio P/E
46.19
—
Top 5 Holdings
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%
2% / 1% / 0%