Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.07%
6 Months
8.11%
13.63%
1 Year
−2.73%
10.76%
3 Years
11.42%
13.00%
5 Years
12.09%
13.13%
Since Inception
13.75%
20.07%
Fund Age
5 yrs 5 mo
10 yrs 11 mo
AUM
₹205.48 Cr
₹942.94 Cr
Alpha – 1 Year
−5.71%
6.04%
Alpha – 3 Years
−0.47%
0.91%
Information Ratio – 3 Years
-0.07
0.27
Volatility – 1 Year
23.93%
18.61%
Volatility – 3 Years
22.69%
17.55%
Beta – 1 Year
1.24
1.02
Beta – 3 Years
1.17
1.01
Sharpe Ratio – 1 Year
-0.23
0.35
Sharpe Ratio – 3 Years
0.35
0.49
Worst Rolling Year
11.05%
-10.32%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−29.75%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
21.79%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 15% · M 3% · S 82%
Number of Stocks
29
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Portfolio P/E
46.19
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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