Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
8.11%
6.00%
1 Year
−2.73%
4.90%
3 Years
11.42%
18.50%
5 Years
12.09%
—
Since Inception
13.75%
16.60%
Fund Age
5 yrs 5 mo
3 yrs
AUM
₹205.48 Cr
₹209.72 Cr
Alpha – 1 Year
−5.71%
0.20%
Alpha – 3 Years
−0.47%
6.40%
Information Ratio – 3 Years
-0.07
1.16
Volatility – 1 Year
23.93%
19.79%
Volatility – 3 Years
22.69%
17.07%
Beta – 1 Year
1.24
1.06
Beta – 3 Years
1.17
1.05
Sharpe Ratio – 1 Year
-0.23
0.07
Sharpe Ratio – 3 Years
0.35
0.81
Worst Rolling Year
11.05%
18.52%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−29.75%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 67% · M 33%
Number of Stocks
29
24
Portfolio P/E
46.19
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%