Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Quest Investment Managers – Multi
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%
6.28%
6 Months
8.11%
16.32%
1 Year
−2.73%
11.67%
3 Years
11.42%
19.26%
5 Years
12.09%
13.96%
Since Inception
13.75%
16.00%
Fund Age
5 yrs 5 mo
12 yrs
AUM
₹205.48 Cr
₹725.3 Cr
Alpha – 1 Year
−5.71%
6.95%
Alpha – 3 Years
−0.47%
7.18%
Information Ratio – 3 Years
-0.07
0.87
Volatility – 1 Year
23.93%
21.97%
Volatility – 3 Years
22.69%
19.77%
Beta – 1 Year
1.24
1.15
Beta – 3 Years
1.17
1.13
Sharpe Ratio – 1 Year
-0.23
0.37
Sharpe Ratio – 3 Years
0.35
0.73
Worst Rolling Year
11.05%
-10.23%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−29.75%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
21.79%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 29% · M 26% · S 42%
Number of Stocks
29
34
Portfolio P/E
46.19
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%