Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
7.67%
6 Months
8.11%
27.70%
1 Year
−2.73%
47.52%
3 Years
11.42%
23.98%
5 Years
12.09%
15.87%
Since Inception
13.75%
18.55%
Fund Age
5 yrs 5 mo
16 yrs 2 mo
AUM
₹205.48 Cr
₹1,022.92 Cr
Alpha – 1 Year
−5.71%
42.80%
Alpha – 3 Years
−0.47%
11.89%
Information Ratio – 3 Years
-0.07
1.12
Volatility – 1 Year
23.93%
28.29%
Volatility – 3 Years
22.69%
20.76%
Beta – 1 Year
1.24
1.36
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
-0.23
1.33
Sharpe Ratio – 3 Years
0.35
0.99
Worst Rolling Year
11.05%
-4.58%
Value at Worst Rolling Year
₹1.11 Cr
₹0.95 Cr
Deepest Drawdown
−29.75%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
21.79%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 22% · M 32% · S 42%
Number of Stocks
29
26
Portfolio P/E
46.19
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%