Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
6.23%
6 Months
8.11%
22.18%
1 Year
−2.73%
12.29%
3 Years
11.42%
6.28%
5 Years
12.09%
—
Since Inception
13.75%
6.20%
Fund Age
5 yrs 5 mo
3 yrs 4 mo
AUM
₹205.48 Cr
₹5.13 Cr
Alpha – 1 Year
−5.71%
12.64%
Alpha – 3 Years
−0.47%
−2.71%
Information Ratio – 3 Years
-0.07
—
Volatility – 1 Year
23.93%
22.31%
Volatility – 3 Years
22.69%
—
Beta – 1 Year
1.24
0.71
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
-0.23
0.38
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
11.05%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−29.75%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
—
Number of Stocks
29
25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
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%