Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
−0.59%
6 Months
8.11%
18.29%
1 Year
−2.73%
5.81%
3 Years
11.42%
7.48%
5 Years
12.09%
14.52%
Since Inception
13.75%
24.60%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹205.48 Cr
₹708.2 Cr
Alpha – 1 Year
−5.71%
1.09%
Alpha – 3 Years
−0.47%
−4.61%
Information Ratio – 3 Years
-0.07
-0.16
Volatility – 1 Year
23.93%
29.19%
Volatility – 3 Years
22.69%
22.60%
Beta – 1 Year
1.24
1.53
Beta – 3 Years
1.17
1.17
Sharpe Ratio – 1 Year
-0.23
0.14
Sharpe Ratio – 3 Years
0.35
0.29
Worst Rolling Year
11.05%
-18.85%
Value at Worst Rolling Year
₹1.11 Cr
₹0.81 Cr
Deepest Drawdown
−29.75%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
21.79%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 28% · M 36% · S 34%
—
Number of Stocks
29
—
Portfolio P/E
46.19
—
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%