Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
8.11%
19.62%
1 Year
−2.73%
12.19%
3 Years
11.42%
23.51%
5 Years
12.09%
13.96%
Since Inception
13.75%
23.13%
Fund Age
5 yrs 5 mo
6 yrs 7 mo
AUM
₹205.48 Cr
₹2,332.81 Cr
Alpha – 1 Year
−5.71%
9.21%
Alpha – 3 Years
−0.47%
11.63%
Information Ratio – 3 Years
-0.07
0.83
Volatility – 1 Year
23.93%
26.11%
Volatility – 3 Years
22.69%
21.82%
Beta – 1 Year
1.24
1.32
Beta – 3 Years
1.17
1.14
Sharpe Ratio – 1 Year
-0.23
0.33
Sharpe Ratio – 3 Years
0.35
0.83
Worst Rolling Year
11.05%
12.50%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−29.75%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 14% · M 33% · S 52%
Number of Stocks
29
33
Portfolio P/E
46.19
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%