Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
8.11%
9.42%
1 Year
−2.73%
28.25%
3 Years
11.42%
18.47%
5 Years
12.09%
21.31%
Since Inception
13.75%
21.69%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹205.48 Cr
₹79.02 Cr
Alpha – 1 Year
−5.71%
23.53%
Alpha – 3 Years
−0.47%
6.38%
Information Ratio – 3 Years
-0.07
0.27
Volatility – 1 Year
23.93%
18.12%
Volatility – 3 Years
22.69%
27.25%
Beta – 1 Year
1.24
0.87
Beta – 3 Years
1.17
0.86
Sharpe Ratio – 1 Year
-0.23
1.18
Sharpe Ratio – 3 Years
0.35
0.56
Worst Rolling Year
11.05%
15.67%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−29.75%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 10% · M 9% · S 69%
Number of Stocks
29
34
Portfolio P/E
46.19
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%