Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
8.11%
2.04%
1 Year
−2.73%
13.04%
3 Years
11.42%
15.74%
5 Years
12.09%
14.15%
Since Inception
13.75%
15.13%
Fund Age
5 yrs 5 mo
14 yrs 1 mo
AUM
₹205.48 Cr
₹850.7 Cr
Alpha – 1 Year
−5.71%
13.39%
Alpha – 3 Years
−0.47%
6.74%
Information Ratio – 3 Years
-0.07
1.02
Volatility – 1 Year
23.93%
18.01%
Volatility – 3 Years
22.69%
15.42%
Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.17
0.99
Sharpe Ratio – 1 Year
-0.23
0.48
Sharpe Ratio – 3 Years
0.35
0.76
Worst Rolling Year
11.05%
-19.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.81 Cr
Deepest Drawdown
−29.75%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
21.79%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 28% · M 36% · S 34%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%