Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Motilal Oswal - Value Migration
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%
0.78%
6 Months
8.11%
11.75%
1 Year
−2.73%
−2.37%
3 Years
11.42%
17.81%
5 Years
12.09%
14.66%
Since Inception
13.75%
18.91%
Fund Age
5 yrs 5 mo
23 yrs 5 mo
AUM
₹205.48 Cr
₹3,220.2 Cr
Alpha – 1 Year
−5.71%
−5.35%
Alpha – 3 Years
−0.47%
5.93%
Information Ratio – 3 Years
-0.07
0.54
Volatility – 1 Year
23.93%
21.49%
Volatility – 3 Years
22.69%
20.84%
Beta – 1 Year
1.24
1.07
Beta – 3 Years
1.17
1.13
Sharpe Ratio – 1 Year
-0.23
-0.27
Sharpe Ratio – 3 Years
0.35
0.64
Worst Rolling Year
11.05%
-7.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.93 Cr
Deepest Drawdown
−29.75%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
21.79%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 28% · M 36% · S 34%
L 28% · M 48% · S 19%
Number of Stocks
29
27
Portfolio P/E
46.19
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%