Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Tamohara - TRUFFLE
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%
8.72%
6 Months
8.11%
28.59%
1 Year
−2.73%
28.02%
3 Years
11.42%
18.67%
5 Years
12.09%
17.18%
Since Inception
13.75%
20.03%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹205.48 Cr
₹221.27 Cr
Alpha – 1 Year
−5.71%
28.37%
Alpha – 3 Years
−0.47%
9.68%
Information Ratio – 3 Years
-0.07
0.87
Volatility – 1 Year
23.93%
22.32%
Volatility – 3 Years
22.69%
17.88%
Beta – 1 Year
1.24
1.03
Beta – 3 Years
1.17
0.95
Sharpe Ratio – 1 Year
-0.23
0.99
Sharpe Ratio – 3 Years
0.35
0.81
Worst Rolling Year
11.05%
13.69%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−29.75%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 19% · M 4% · S 74%
Number of Stocks
29
29
Portfolio P/E
46.19
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –