Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
8.11%
31.10%
1 Year
−2.73%
52.47%
3 Years
11.42%
17.74%
5 Years
12.09%
16.38%
Since Inception
13.75%
15.58%
Fund Age
5 yrs 5 mo
16 yrs 9 mo
AUM
₹205.48 Cr
₹132.42 Cr
Alpha – 1 Year
−5.71%
47.75%
Alpha – 3 Years
−0.47%
5.65%
Information Ratio – 3 Years
-0.07
0.46
Volatility – 1 Year
23.93%
26.74%
Volatility – 3 Years
22.69%
21.32%
Beta – 1 Year
1.24
1.30
Beta – 3 Years
1.17
0.97
Sharpe Ratio – 1 Year
-0.23
1.52
Sharpe Ratio – 3 Years
0.35
0.68
Worst Rolling Year
11.05%
-15.93%
Value at Worst Rolling Year
₹1.11 Cr
₹0.84 Cr
Deepest Drawdown
−29.75%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
21.79%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 28% · M 36% · S 34%
M 9% · S 83%
Number of Stocks
29
26
Portfolio P/E
46.19
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%