Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
4.61%
6 Months
8.11%
3.41%
1 Year
−2.73%
20.00%
3 Years
11.42%
24.29%
5 Years
12.09%
—
Since Inception
13.75%
15.71%
Fund Age
5 yrs 5 mo
4 yrs 7 mo
AUM
₹205.48 Cr
₹129.22 Cr
Alpha – 1 Year
−5.71%
15.28%
Alpha – 3 Years
−0.47%
12.20%
Information Ratio – 3 Years
-0.07
1.16
Volatility – 1 Year
23.93%
22.01%
Volatility – 3 Years
22.69%
22.99%
Beta – 1 Year
1.24
0.67
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.23
0.70
Sharpe Ratio – 3 Years
0.35
1.11
Worst Rolling Year
11.05%
13.28%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−29.75%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%