Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
0.25%
6 Months
8.11%
15.19%
1 Year
−2.73%
3.21%
3 Years
11.42%
19.65%
5 Years
12.09%
—
Since Inception
13.75%
25.09%
Fund Age
5 yrs 5 mo
3 yrs 5 mo
AUM
₹205.48 Cr
₹4,148.34 Cr
Alpha – 1 Year
−5.71%
0.23%
Alpha – 3 Years
−0.47%
7.77%
Information Ratio – 3 Years
-0.07
0.62
Volatility – 1 Year
23.93%
21.54%
Volatility – 3 Years
22.69%
22.15%
Beta – 1 Year
1.24
1.06
Beta – 3 Years
1.17
1.15
Sharpe Ratio – 1 Year
-0.23
-0.01
Sharpe Ratio – 3 Years
0.35
0.68
Worst Rolling Year
11.05%
19.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−29.75%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 26% · M 35% · S 37%
Number of Stocks
29
26
Portfolio P/E
46.19
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%