Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.01%
6 Months
8.11%
9.93%
1 Year
−2.73%
7.49%
3 Years
11.42%
9.34%
5 Years
12.09%
—
Since Inception
13.75%
11.87%
Fund Age
5 yrs 5 mo
4 yrs 7 mo
AUM
₹205.48 Cr
₹1,953.44 Cr
Alpha – 1 Year
−5.71%
2.77%
Alpha – 3 Years
−0.47%
−2.75%
Information Ratio – 3 Years
-0.07
-0.26
Volatility – 1 Year
23.93%
19.15%
Volatility – 3 Years
22.69%
16.91%
Beta – 1 Year
1.24
1.06
Beta – 3 Years
1.17
1.03
Sharpe Ratio – 1 Year
-0.23
0.19
Sharpe Ratio – 3 Years
0.35
0.30
Worst Rolling Year
11.05%
8.22%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−29.75%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 17% · M 8% · S 75%
Number of Stocks
29
—
Portfolio P/E
46.19
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—