Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
4.15%
6 Months
8.11%
18.21%
1 Year
−2.73%
19.11%
3 Years
11.42%
23.58%
5 Years
12.09%
18.40%
Since Inception
13.75%
13.93%
Fund Age
5 yrs 5 mo
11 yrs 4 mo
AUM
₹205.48 Cr
₹13.37 Cr
Alpha – 1 Year
−5.71%
16.13%
Alpha – 3 Years
−0.47%
11.69%
Information Ratio – 3 Years
-0.07
1.24
Volatility – 1 Year
23.93%
18.18%
Volatility – 3 Years
22.69%
17.99%
Beta – 1 Year
1.24
0.94
Beta – 3 Years
1.17
1.01
Sharpe Ratio – 1 Year
-0.23
0.75
Sharpe Ratio – 3 Years
0.35
0.97
Worst Rolling Year
11.05%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−29.75%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 27% · M 15% · S 55%
Number of Stocks
29
32
Portfolio P/E
46.19
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%