Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Invesco - Caterpillar
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
5.09%
6 Months
8.11%
12.77%
1 Year
−2.73%
18.71%
3 Years
11.42%
16.31%
5 Years
12.09%
16.50%
Since Inception
13.75%
12.31%
Fund Age
5 yrs 5 mo
20 yrs 2 mo
AUM
₹205.48 Cr
₹81.03 Cr
Alpha – 1 Year
−5.71%
13.99%
Alpha – 3 Years
−0.47%
4.22%
Information Ratio – 3 Years
-0.07
0.46
Volatility – 1 Year
23.93%
18.60%
Volatility – 3 Years
22.69%
18.73%
Beta – 1 Year
1.24
0.98
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
-0.23
0.73
Sharpe Ratio – 3 Years
0.35
0.63
Worst Rolling Year
11.05%
-17.65%
Value at Worst Rolling Year
₹1.11 Cr
₹0.82 Cr
Deepest Drawdown
−29.75%
−25.73%
Recovery Period
Not yet recovered
498 days
1-Year Rolling Windows Positive
100.00%
76.16%
Median Rolling Year
21.79%
14.50%
5-Year Rolling Windows Positive
100.00%
86.34%
Market-Cap Mix
L 28% · M 36% · S 34%
L 18% · M 28% · S 49%
Number of Stocks
29
23
Portfolio P/E
46.19
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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