Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
−1.39%
6 Months
8.11%
−2.47%
1 Year
−2.73%
1.15%
3 Years
11.42%
8.53%
5 Years
12.09%
8.38%
Since Inception
13.75%
10.13%
Fund Age
5 yrs 5 mo
8 yrs 2 mo
AUM
₹205.48 Cr
₹52.94 Cr
Alpha – 1 Year
−5.71%
1.50%
Alpha – 3 Years
−0.47%
−0.47%
Information Ratio – 3 Years
-0.07
-0.50
Volatility – 1 Year
23.93%
18.43%
Volatility – 3 Years
22.69%
14.27%
Beta – 1 Year
1.24
1.13
Beta – 3 Years
1.17
0.99
Sharpe Ratio – 1 Year
-0.23
-0.13
Sharpe Ratio – 3 Years
0.35
0.15
Worst Rolling Year
11.05%
7.57%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−29.75%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 64% · M 27% · S 1%
Number of Stocks
29
10
Portfolio P/E
46.19
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%