Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
11.42%
6 Months
8.11%
35.03%
1 Year
−2.73%
37.21%
3 Years
11.42%
27.05%
5 Years
12.09%
21.76%
Since Inception
13.75%
19.33%
Fund Age
5 yrs 5 mo
6 yrs 10 mo
AUM
₹205.48 Cr
₹2,975 Cr
Alpha – 1 Year
−5.71%
23.77%
Alpha – 3 Years
−0.47%
6.78%
Information Ratio – 3 Years
-0.07
5.24
Volatility – 1 Year
23.93%
18.59%
Volatility – 3 Years
22.69%
19.39%
Beta – 1 Year
1.24
1.23
Beta – 3 Years
1.17
1.12
Sharpe Ratio – 1 Year
-0.23
1.44
Sharpe Ratio – 3 Years
0.35
0.98
Worst Rolling Year
11.05%
-6.18%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−29.75%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
21.79%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
—
Number of Stocks
29
14
Portfolio P/E
46.19
25.70
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%
—
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%