Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
0.31%
6 Months
8.11%
−0.02%
1 Year
−2.73%
9.16%
3 Years
11.42%
15.25%
5 Years
12.09%
10.25%
Since Inception
13.75%
11.62%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹205.48 Cr
₹55.42 Cr
Alpha – 1 Year
−5.71%
9.51%
Alpha – 3 Years
−0.47%
6.25%
Information Ratio – 3 Years
-0.07
0.85
Volatility – 1 Year
23.93%
16.48%
Volatility – 3 Years
22.69%
14.29%
Beta – 1 Year
1.24
0.90
Beta – 3 Years
1.17
0.91
Sharpe Ratio – 1 Year
-0.23
0.29
Sharpe Ratio – 3 Years
0.35
0.70
Worst Rolling Year
11.05%
4.67%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−29.75%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 43% · M 13% · S 23%
Number of Stocks
29
89
Portfolio P/E
46.19
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%