Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.29%
6 Months
8.11%
14.68%
1 Year
−2.73%
11.65%
3 Years
11.42%
7.09%
5 Years
12.09%
8.41%
Since Inception
13.75%
10.45%
Fund Age
5 yrs 5 mo
10 yrs 5 mo
AUM
₹205.48 Cr
₹24.48 Cr
Alpha – 1 Year
−5.71%
12.00%
Alpha – 3 Years
−0.47%
−1.90%
Information Ratio – 3 Years
-0.07
-0.12
Volatility – 1 Year
23.93%
20.48%
Volatility – 3 Years
22.69%
16.32%
Beta – 1 Year
1.24
1.11
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.23
0.36
Sharpe Ratio – 3 Years
0.35
0.15
Worst Rolling Year
11.05%
-5.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.95 Cr
Deepest Drawdown
−29.75%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
21.79%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 41% · M 5% · S 35%
Number of Stocks
29
31
Portfolio P/E
46.19
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –