Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
−0.04%
6 Months
8.11%
0.28%
1 Year
−2.73%
2.14%
3 Years
11.42%
10.02%
5 Years
12.09%
13.15%
Since Inception
13.75%
11.46%
Fund Age
5 yrs 5 mo
8 yrs 7 mo
AUM
₹205.48 Cr
₹585.94 Cr
Alpha – 1 Year
−5.71%
2.49%
Alpha – 3 Years
−0.47%
1.02%
Information Ratio – 3 Years
-0.07
0.18
Volatility – 1 Year
23.93%
16.38%
Volatility – 3 Years
22.69%
14.42%
Beta – 1 Year
1.24
1.00
Beta – 3 Years
1.17
0.96
Sharpe Ratio – 1 Year
-0.23
-0.13
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
11.05%
3.37%
Value at Worst Rolling Year
₹1.11 Cr
₹1.03 Cr
Deepest Drawdown
−29.75%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 65% · M 26% · S 8%
Number of Stocks
29
31
Portfolio P/E
46.19
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%