Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
MOAT - Moderate Compounders
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%
2.75%
6 Months
8.11%
8.17%
1 Year
−2.73%
3.28%
3 Years
11.42%
8.41%
5 Years
12.09%
12.53%
Since Inception
13.75%
11.01%
Fund Age
5 yrs 5 mo
12 yrs 9 mo
AUM
₹205.48 Cr
₹16.57 Cr
Alpha – 1 Year
−5.71%
−1.44%
Alpha – 3 Years
−0.47%
−3.68%
Information Ratio – 3 Years
-0.07
-0.32
Volatility – 1 Year
23.93%
20.74%
Volatility – 3 Years
22.69%
17.91%
Beta – 1 Year
1.24
1.13
Beta – 3 Years
1.17
1.09
Sharpe Ratio – 1 Year
-0.23
0.00
Sharpe Ratio – 3 Years
0.35
0.32
Worst Rolling Year
11.05%
-16.89%
Value at Worst Rolling Year
₹1.11 Cr
₹0.83 Cr
Deepest Drawdown
−29.75%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
21.79%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%