Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.80%
6 Months
8.11%
7.35%
1 Year
−2.73%
9.59%
3 Years
11.42%
7.90%
5 Years
12.09%
12.07%
Since Inception
13.75%
14.25%
Fund Age
5 yrs 5 mo
13 yrs 1 mo
AUM
₹205.48 Cr
₹106.28 Cr
Alpha – 1 Year
−5.71%
9.94%
Alpha – 3 Years
−0.47%
−1.10%
Information Ratio – 3 Years
-0.07
-0.12
Volatility – 1 Year
23.93%
15.58%
Volatility – 3 Years
22.69%
14.39%
Beta – 1 Year
1.24
0.83
Beta – 3 Years
1.17
0.84
Sharpe Ratio – 1 Year
-0.23
0.33
Sharpe Ratio – 3 Years
0.35
0.24
Worst Rolling Year
11.05%
-8.02%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−29.75%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
21.79%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 39% · M 40% · S 18%
Number of Stocks
29
25
Portfolio P/E
46.19
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%