Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
8.11%
6.66%
1 Year
−2.73%
7.95%
3 Years
11.42%
14.01%
5 Years
12.09%
12.40%
Since Inception
13.75%
16.07%
Fund Age
5 yrs 5 mo
12 yrs 5 mo
AUM
₹205.48 Cr
₹27.98 Cr
Alpha – 1 Year
−5.71%
3.23%
Alpha – 3 Years
−0.47%
1.92%
Information Ratio – 3 Years
-0.07
0.55
Volatility – 1 Year
23.93%
16.42%
Volatility – 3 Years
22.69%
14.36%
Beta – 1 Year
1.24
0.92
Beta – 3 Years
1.17
0.91
Sharpe Ratio – 1 Year
-0.23
0.15
Sharpe Ratio – 3 Years
0.35
0.63
Worst Rolling Year
11.05%
-4.39%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−29.75%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
21.79%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 25% · M 6% · S 37%
Number of Stocks
29
30
Portfolio P/E
46.19
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%