Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
0.50%
6 Months
8.11%
2.02%
1 Year
−2.73%
0.60%
3 Years
11.42%
8.21%
5 Years
12.09%
5.75%
Since Inception
13.75%
9.73%
Fund Age
5 yrs 5 mo
6 yrs
AUM
₹205.48 Cr
₹128.19 Cr
Alpha – 1 Year
−5.71%
1.03%
Alpha – 3 Years
−0.47%
−0.36%
Information Ratio – 3 Years
-0.07
0.12
Volatility – 1 Year
23.93%
19.24%
Volatility – 3 Years
22.69%
14.76%
Beta – 1 Year
1.24
1.13
Beta – 3 Years
1.17
0.95
Sharpe Ratio – 1 Year
-0.23
-0.16
Sharpe Ratio – 3 Years
0.35
0.24
Worst Rolling Year
11.05%
0.20%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−29.75%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
21.79%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%