Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
8.11%
10.98%
1 Year
−2.73%
10.72%
3 Years
11.42%
15.83%
5 Years
12.09%
13.58%
Since Inception
13.75%
14.48%
Fund Age
5 yrs 5 mo
21 yrs 11 mo
AUM
₹205.48 Cr
₹8.51 Cr
Alpha – 1 Year
−5.71%
6.00%
Alpha – 3 Years
−0.47%
3.74%
Information Ratio – 3 Years
-0.07
0.71
Volatility – 1 Year
23.93%
16.38%
Volatility – 3 Years
22.69%
14.45%
Beta – 1 Year
1.24
0.87
Beta – 3 Years
1.17
0.89
Sharpe Ratio – 1 Year
-0.23
0.33
Sharpe Ratio – 3 Years
0.35
0.72
Worst Rolling Year
11.05%
-12.28%
Value at Worst Rolling Year
₹1.11 Cr
₹0.88 Cr
Deepest Drawdown
−29.75%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
21.79%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 28% · M 36% · S 34%
L 23% · M 15% · S 43%
Number of Stocks
29
30
Portfolio P/E
46.19
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%