Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
MOAT - Emerging Moat
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%
2.64%
6 Months
8.11%
5.29%
1 Year
−2.73%
2.64%
3 Years
11.42%
8.64%
5 Years
12.09%
—
Since Inception
13.75%
12.31%
Fund Age
5 yrs 5 mo
3 yrs 11 mo
AUM
₹205.48 Cr
₹56.94 Cr
Alpha – 1 Year
−5.71%
−2.08%
Alpha – 3 Years
−0.47%
−3.45%
Information Ratio – 3 Years
-0.07
-0.33
Volatility – 1 Year
23.93%
19.56%
Volatility – 3 Years
22.69%
17.76%
Beta – 1 Year
1.24
1.08
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
-0.23
-0.05
Sharpe Ratio – 3 Years
0.35
0.31
Worst Rolling Year
11.05%
8.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−29.75%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%