Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
0.95%
6 Months
8.11%
11.98%
1 Year
−2.73%
18.12%
3 Years
11.42%
18.24%
5 Years
12.09%
—
Since Inception
13.75%
20.21%
Fund Age
5 yrs 5 mo
4 yrs 8 mo
AUM
₹205.48 Cr
₹424.87 Cr
Alpha – 1 Year
−5.71%
13.40%
Alpha – 3 Years
−0.47%
6.15%
Information Ratio – 3 Years
-0.07
0.85
Volatility – 1 Year
23.93%
22.44%
Volatility – 3 Years
22.69%
19.69%
Beta – 1 Year
1.24
1.22
Beta – 3 Years
1.17
1.10
Sharpe Ratio – 1 Year
-0.23
0.61
Sharpe Ratio – 3 Years
0.35
0.80
Worst Rolling Year
11.05%
18.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−29.75%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
M 1% · S 89%
Number of Stocks
29
30
Portfolio P/E
46.19
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%