Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.44%
6 Months
8.11%
14.84%
1 Year
−2.73%
−4.03%
3 Years
11.42%
5.65%
5 Years
12.09%
—
Since Inception
13.75%
11.22%
Fund Age
5 yrs 5 mo
3 yrs 7 mo
AUM
₹205.48 Cr
₹83.14 Cr
Alpha – 1 Year
−5.71%
−3.68%
Alpha – 3 Years
−0.47%
−3.35%
Information Ratio – 3 Years
-0.07
-0.26
Volatility – 1 Year
23.93%
22.60%
Volatility – 3 Years
22.69%
18.97%
Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.17
1.04
Sharpe Ratio – 1 Year
-0.23
-0.31
Sharpe Ratio – 3 Years
0.35
0.11
Worst Rolling Year
11.05%
4.98%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−29.75%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 9% · M 28% · S 60%
Number of Stocks
29
27
Portfolio P/E
46.19
28.70
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 · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%