Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Unifi Blended - Rangoli
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%
3.17%
6 Months
8.11%
10.91%
1 Year
−2.73%
10.45%
3 Years
11.42%
10.60%
5 Years
12.09%
10.74%
Since Inception
13.75%
18.07%
Fund Age
5 yrs 5 mo
9 yrs 2 mo
AUM
₹205.48 Cr
₹11,464.61 Cr
Alpha – 1 Year
−5.71%
5.73%
Alpha – 3 Years
−0.47%
−1.49%
Information Ratio – 3 Years
-0.07
-0.11
Volatility – 1 Year
23.93%
18.78%
Volatility – 3 Years
22.69%
16.83%
Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.17
1.02
Sharpe Ratio – 1 Year
-0.23
0.34
Sharpe Ratio – 3 Years
0.35
0.37
Worst Rolling Year
11.05%
4.89%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−29.75%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 24% · M 11% · S 66%
Number of Stocks
29
—
Portfolio P/E
46.19
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%