Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Magadh - Value for Growth
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%
1.29%
6 Months
8.11%
−4.12%
1 Year
−2.73%
1.97%
3 Years
11.42%
12.30%
5 Years
12.09%
12.28%
Since Inception
13.75%
12.08%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹205.48 Cr
₹27.16 Cr
Alpha – 1 Year
−5.71%
−2.75%
Alpha – 3 Years
−0.47%
0.21%
Information Ratio – 3 Years
-0.07
0.08
Volatility – 1 Year
23.93%
18.26%
Volatility – 3 Years
22.69%
15.26%
Beta – 1 Year
1.24
1.01
Beta – 3 Years
1.17
0.92
Sharpe Ratio – 1 Year
-0.23
-0.09
Sharpe Ratio – 3 Years
0.35
0.53
Worst Rolling Year
11.05%
12.19%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−29.75%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 41% · M 28% · S 30%
Number of Stocks
29
27
Portfolio P/E
46.19
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%