Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
2.63%
6 Months
8.11%
13.11%
1 Year
−2.73%
15.44%
3 Years
11.42%
15.82%
5 Years
12.09%
15.29%
Since Inception
13.75%
15.37%
Fund Age
5 yrs 5 mo
9 yrs 4 mo
AUM
₹205.48 Cr
₹32.48 Cr
Alpha – 1 Year
−5.71%
10.72%
Alpha – 3 Years
−0.47%
3.73%
Information Ratio – 3 Years
-0.07
0.69
Volatility – 1 Year
23.93%
17.99%
Volatility – 3 Years
22.69%
17.45%
Beta – 1 Year
1.24
0.99
Beta – 3 Years
1.17
1.02
Sharpe Ratio – 1 Year
-0.23
0.59
Sharpe Ratio – 3 Years
0.35
0.71
Worst Rolling Year
11.05%
-6.27%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−29.75%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
21.79%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 8% · M 22% · S 44%
Number of Stocks
29
30
Portfolio P/E
46.19
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%