Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
0.18%
6 Months
8.11%
2.87%
1 Year
−2.73%
3.77%
3 Years
11.42%
6.69%
5 Years
12.09%
6.74%
Since Inception
13.75%
10.62%
Fund Age
5 yrs 5 mo
12 yrs 1 mo
AUM
₹205.48 Cr
₹61.33 Cr
Alpha – 1 Year
−5.71%
−5.66%
Alpha – 3 Years
−0.47%
−3.03%
Information Ratio – 3 Years
-0.07
-1.20
Volatility – 1 Year
23.93%
3.14%
Volatility – 3 Years
22.69%
2.07%
Beta – 1 Year
1.24
-0.20
Beta – 3 Years
1.17
-0.08
Sharpe Ratio – 1 Year
-0.23
-0.40
Sharpe Ratio – 3 Years
0.35
0.62
Worst Rolling Year
11.05%
-3.43%
Value at Worst Rolling Year
₹1.11 Cr
₹0.97 Cr
Deepest Drawdown
−29.75%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
21.79%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
—
Number of Stocks
29
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%