Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
MRG Capital - Wealth Protector
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%
0.67%
6 Months
8.11%
1.38%
1 Year
−2.73%
7.78%
3 Years
11.42%
12.37%
5 Years
12.09%
10.07%
Since Inception
13.75%
13.18%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹205.48 Cr
₹1.13 Cr
Alpha – 1 Year
−5.71%
8.13%
Alpha – 3 Years
−0.47%
3.37%
Information Ratio – 3 Years
-0.07
0.42
Volatility – 1 Year
23.93%
17.12%
Volatility – 3 Years
22.69%
14.65%
Beta – 1 Year
1.24
0.93
Beta – 3 Years
1.17
0.90
Sharpe Ratio – 1 Year
-0.23
0.21
Sharpe Ratio – 3 Years
0.35
0.51
Worst Rolling Year
11.05%
10.01%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−29.75%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 34% · M 14% · S 34%
Number of Stocks
29
43
Portfolio P/E
46.19
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%