Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
SVAN Velocity
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%
3.40%
6 Months
8.11%
21.77%
1 Year
−2.73%
16.05%
3 Years
11.42%
23.24%
5 Years
12.09%
—
Since Inception
13.75%
24.82%
Fund Age
5 yrs 5 mo
3 yrs 1 mo
AUM
₹205.48 Cr
₹415.03 Cr
Alpha – 1 Year
−5.71%
11.33%
Alpha – 3 Years
−0.47%
11.15%
Information Ratio – 3 Years
-0.07
0.72
Volatility – 1 Year
23.93%
25.50%
Volatility – 3 Years
22.69%
24.35%
Beta – 1 Year
1.24
1.34
Beta – 3 Years
1.17
1.27
Sharpe Ratio – 1 Year
-0.23
0.50
Sharpe Ratio – 3 Years
0.35
0.77
Worst Rolling Year
11.05%
23.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.23 Cr
Deepest Drawdown
−29.75%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
M 2% · S 95%
Number of Stocks
29
—
Portfolio P/E
46.19
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –