Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
SRE - Shield
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
−0.37%
6 Months
8.11%
3.64%
1 Year
−2.73%
6.24%
3 Years
11.42%
9.36%
5 Years
12.09%
8.05%
Since Inception
13.75%
9.66%
Fund Age
5 yrs 5 mo
8 yrs 3 mo
AUM
₹205.48 Cr
₹32.8 Cr
Alpha – 1 Year
−5.71%
6.59%
Alpha – 3 Years
−0.47%
0.36%
Information Ratio – 3 Years
-0.07
0.14
Volatility – 1 Year
23.93%
18.27%
Volatility – 3 Years
22.69%
15.46%
Beta – 1 Year
1.24
1.08
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
-0.23
0.15
Sharpe Ratio – 3 Years
0.35
0.34
Worst Rolling Year
11.05%
6.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.06 Cr
Deepest Drawdown
−29.75%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 58% · M 28% · S 8%
Number of Stocks
29
33
Portfolio P/E
46.19
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%