Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.30%
6 Months
8.11%
9.86%
1 Year
−2.73%
0.86%
3 Years
11.42%
8.29%
5 Years
12.09%
15.11%
Since Inception
13.75%
11.40%
Fund Age
5 yrs 5 mo
8 yrs 7 mo
AUM
₹205.48 Cr
₹119.22 Cr
Alpha – 1 Year
−5.71%
1.21%
Alpha – 3 Years
−0.47%
−0.71%
Information Ratio – 3 Years
-0.07
-0.05
Volatility – 1 Year
23.93%
21.27%
Volatility – 3 Years
22.69%
19.22%
Beta – 1 Year
1.24
1.20
Beta – 3 Years
1.17
1.19
Sharpe Ratio – 1 Year
-0.23
-0.10
Sharpe Ratio – 3 Years
0.35
0.25
Worst Rolling Year
11.05%
0.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−29.75%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
21.79%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 2% · M 52% · S 44%
Number of Stocks
29
33
Portfolio P/E
46.19
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%