Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Oro-alpha compounders
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%
2.98%
6 Months
8.11%
−0.13%
1 Year
−2.73%
−2.80%
3 Years
11.42%
13.20%
5 Years
12.09%
—
Since Inception
13.75%
13.51%
Fund Age
5 yrs 5 mo
3 yrs 8 mo
AUM
₹205.48 Cr
₹30.6 Cr
Alpha – 1 Year
−5.71%
−5.78%
Alpha – 3 Years
−0.47%
1.30%
Information Ratio – 3 Years
-0.07
0.16
Volatility – 1 Year
23.93%
16.62%
Volatility – 3 Years
22.69%
16.99%
Beta – 1 Year
1.24
0.93
Beta – 3 Years
1.17
1.05
Sharpe Ratio – 1 Year
-0.23
-0.42
Sharpe Ratio – 3 Years
0.35
0.50
Worst Rolling Year
11.05%
13.00%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−29.75%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 44% · M 26% · S 17%
Number of Stocks
29
24
Portfolio P/E
46.19
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%