Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
8.11%
10.94%
1 Year
−2.73%
1.03%
3 Years
11.42%
11.45%
5 Years
12.09%
15.19%
Since Inception
13.75%
27.03%
Fund Age
5 yrs 5 mo
5 yrs 11 mo
AUM
₹205.48 Cr
₹298.71 Cr
Alpha – 1 Year
−5.71%
−3.69%
Alpha – 3 Years
−0.47%
−0.64%
Information Ratio – 3 Years
-0.07
-0.04
Volatility – 1 Year
23.93%
27.68%
Volatility – 3 Years
22.69%
23.40%
Beta – 1 Year
1.24
1.45
Beta – 3 Years
1.17
1.22
Sharpe Ratio – 1 Year
-0.23
-0.03
Sharpe Ratio – 3 Years
0.35
0.35
Worst Rolling Year
11.05%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−29.75%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 2% · M 2% · S 86%
Number of Stocks
29
36
Portfolio P/E
46.19
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%