Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Silver Arch - India Equity 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%
6.91%
6 Months
8.11%
15.63%
1 Year
−2.73%
20.01%
3 Years
11.42%
17.10%
5 Years
12.09%
15.64%
Since Inception
13.75%
13.05%
Fund Age
5 yrs 5 mo
8 yrs 11 mo
AUM
₹205.48 Cr
₹46.46 Cr
Alpha – 1 Year
−5.71%
15.29%
Alpha – 3 Years
−0.47%
5.01%
Information Ratio – 3 Years
-0.07
0.88
Volatility – 1 Year
23.93%
20.61%
Volatility – 3 Years
22.69%
19.98%
Beta – 1 Year
1.24
0.94
Beta – 3 Years
1.17
1.02
Sharpe Ratio – 1 Year
-0.23
0.73
Sharpe Ratio – 3 Years
0.35
0.85
Worst Rolling Year
11.05%
-3.76%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−29.75%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
21.79%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 27% · M 34% · S 33%
Number of Stocks
29
25
Portfolio P/E
46.19
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%