Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.10%
2.21%
6 Months
8.11%
21.04%
1 Year
−2.73%
21.34%
3 Years
11.42%
19.08%
5 Years
12.09%
23.67%
Since Inception
13.75%
—
Fund Age
5 yrs 5 mo
6 yrs 4 mo
AUM
₹205.48 Cr
₹364.08 Cr
Alpha – 1 Year
−5.71%
21.69%
Alpha – 3 Years
−0.47%
10.08%
Information Ratio – 3 Years
-0.07
0.52
Volatility – 1 Year
23.93%
32.28%
Volatility – 3 Years
22.69%
28.08%
Beta – 1 Year
1.24
1.47
Beta – 3 Years
1.17
1.60
Sharpe Ratio – 1 Year
-0.23
0.58
Sharpe Ratio – 3 Years
0.35
0.57
Worst Rolling Year
11.05%
15.61%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−29.75%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%