Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Ksema - Alpha
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%
1.08%
6 Months
8.11%
1.74%
1 Year
−2.73%
10.49%
3 Years
11.42%
12.80%
5 Years
12.09%
12.91%
Since Inception
13.75%
15.37%
Fund Age
5 yrs 5 mo
7 yrs 7 mo
AUM
₹205.48 Cr
₹15.96 Cr
Alpha – 1 Year
−5.71%
10.84%
Alpha – 3 Years
−0.47%
3.80%
Information Ratio – 3 Years
-0.07
0.47
Volatility – 1 Year
23.93%
19.22%
Volatility – 3 Years
22.69%
17.53%
Beta – 1 Year
1.24
1.18
Beta – 3 Years
1.17
1.15
Sharpe Ratio – 1 Year
-0.23
0.34
Sharpe Ratio – 3 Years
0.35
0.48
Worst Rolling Year
11.05%
12.46%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−29.75%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 64% · M 15% · S 21%
Number of Stocks
29
38
Portfolio P/E
46.19
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%