Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
KEDIA - Multi Cap
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%
2.23%
6 Months
8.11%
7.97%
1 Year
−2.73%
6.21%
3 Years
11.42%
12.78%
5 Years
12.09%
14.19%
Since Inception
13.75%
16.41%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹205.48 Cr
₹115.97 Cr
Alpha – 1 Year
−5.71%
1.49%
Alpha – 3 Years
−0.47%
0.69%
Information Ratio – 3 Years
-0.07
0.20
Volatility – 1 Year
23.93%
15.75%
Volatility – 3 Years
22.69%
15.69%
Beta – 1 Year
1.24
0.82
Beta – 3 Years
1.17
0.88
Sharpe Ratio – 1 Year
-0.23
0.12
Sharpe Ratio – 3 Years
0.35
0.51
Worst Rolling Year
11.05%
11.84%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−29.75%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
—
Number of Stocks
29
35
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%
—
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%