Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
0.47%
6 Months
8.11%
0.32%
1 Year
−2.73%
1.03%
3 Years
11.42%
14.82%
5 Years
12.09%
11.82%
Since Inception
13.75%
13.07%
Fund Age
5 yrs 5 mo
5 yrs 2 mo
AUM
₹205.48 Cr
₹56.08 Cr
Alpha – 1 Year
−5.71%
−1.95%
Alpha – 3 Years
−0.47%
2.94%
Information Ratio – 3 Years
-0.07
0.18
Volatility – 1 Year
23.93%
13.89%
Volatility – 3 Years
22.69%
18.35%
Beta – 1 Year
1.24
0.75
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.23
-0.25
Sharpe Ratio – 3 Years
0.35
0.55
Worst Rolling Year
11.05%
12.65%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−29.75%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 38% · M 29% · S 24%
Number of Stocks
29
37
Portfolio P/E
46.19
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%