Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
InCred Capital - Multicap PMS
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
8.11%
−1.13%
1 Year
−2.73%
6.59%
3 Years
11.42%
20.44%
5 Years
12.09%
16.17%
Since Inception
13.75%
13.07%
Fund Age
5 yrs 5 mo
15 yrs 3 mo
AUM
₹205.48 Cr
—
Alpha – 1 Year
−5.71%
6.87%
Alpha – 3 Years
−0.47%
9.23%
Information Ratio – 3 Years
-0.07
1.61
Volatility – 1 Year
23.93%
20.58%
Volatility – 3 Years
22.69%
16.59%
Beta – 1 Year
1.24
1.21
Beta – 3 Years
1.17
1.13
Sharpe Ratio – 1 Year
-0.23
0.15
Sharpe Ratio – 3 Years
0.35
0.90
Worst Rolling Year
11.05%
13.98%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−29.75%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 73% · M 20% · S 7%
Number of Stocks
29
23
Portfolio P/E
46.19
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 1% / 0.5%