Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Motilal Oswal - NTDOP
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%
3.69%
6 Months
8.11%
8.66%
1 Year
−2.73%
4.44%
3 Years
11.42%
14.48%
5 Years
12.09%
8.94%
Since Inception
13.75%
14.23%
Fund Age
5 yrs 5 mo
18 yrs 11 mo
AUM
₹205.48 Cr
₹4,562.38 Cr
Alpha – 1 Year
−5.71%
1.46%
Alpha – 3 Years
−0.47%
2.60%
Information Ratio – 3 Years
-0.07
0.08
Volatility – 1 Year
23.93%
20.33%
Volatility – 3 Years
22.69%
19.22%
Beta – 1 Year
1.24
1.12
Beta – 3 Years
1.17
1.12
Sharpe Ratio – 1 Year
-0.23
0.00
Sharpe Ratio – 3 Years
0.35
0.51
Worst Rolling Year
11.05%
-6.78%
Value at Worst Rolling Year
₹1.11 Cr
₹0.93 Cr
Deepest Drawdown
−29.75%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
21.79%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 16% · M 42% · S 38%
Number of Stocks
29
33
Portfolio P/E
46.19
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%