Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
0.91%
6 Months
8.11%
22.17%
1 Year
−2.73%
13.49%
3 Years
11.42%
12.21%
5 Years
12.09%
11.23%
Since Inception
13.75%
22.14%
Fund Age
5 yrs 5 mo
7 yrs 4 mo
AUM
₹205.48 Cr
₹1,280.4 Cr
Alpha – 1 Year
−5.71%
8.77%
Alpha – 3 Years
−0.47%
0.12%
Information Ratio – 3 Years
-0.07
0.01
Volatility – 1 Year
23.93%
24.60%
Volatility – 3 Years
22.69%
22.41%
Beta – 1 Year
1.24
1.20
Beta – 3 Years
1.17
1.15
Sharpe Ratio – 1 Year
-0.23
0.41
Sharpe Ratio – 3 Years
0.35
0.39
Worst Rolling Year
11.05%
4.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−29.75%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
S 100%
Number of Stocks
29
18
Portfolio P/E
46.19
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%