Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Sundaram Alternate - SISOP
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%
5.72%
6 Months
8.11%
23.48%
1 Year
−2.73%
38.68%
3 Years
11.42%
26.01%
5 Years
12.09%
16.58%
Since Inception
13.75%
18.98%
Fund Age
5 yrs 5 mo
16 yrs 6 mo
AUM
₹205.48 Cr
₹1,885.18 Cr
Alpha – 1 Year
−5.71%
33.96%
Alpha – 3 Years
−0.47%
13.92%
Information Ratio – 3 Years
-0.07
1.27
Volatility – 1 Year
23.93%
28.06%
Volatility – 3 Years
22.69%
20.41%
Beta – 1 Year
1.24
1.39
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
-0.23
1.12
Sharpe Ratio – 3 Years
0.35
1.06
Worst Rolling Year
11.05%
-4.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−29.75%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
21.79%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 28% · M 36% · S 34%
L 40% · M 32% · S 24%
Number of Stocks
29
28
Portfolio P/E
46.19
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%