Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
8.11%
27.88%
1 Year
−2.73%
29.03%
3 Years
11.42%
18.18%
5 Years
12.09%
15.45%
Since Inception
13.75%
16.74%
Fund Age
5 yrs 5 mo
10 yrs 9 mo
AUM
₹205.48 Cr
₹245.99 Cr
Alpha – 1 Year
−5.71%
24.31%
Alpha – 3 Years
−0.47%
6.09%
Information Ratio – 3 Years
-0.07
0.49
Volatility – 1 Year
23.93%
21.97%
Volatility – 3 Years
22.69%
17.89%
Beta – 1 Year
1.24
1.05
Beta – 3 Years
1.17
0.93
Sharpe Ratio – 1 Year
-0.23
1.03
Sharpe Ratio – 3 Years
0.35
0.70
Worst Rolling Year
11.05%
1.53%
Value at Worst Rolling Year
₹1.11 Cr
₹1.02 Cr
Deepest Drawdown
−29.75%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 36% · M 27% · S 36%
Number of Stocks
29
44
Portfolio P/E
46.19
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%