Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
8.11%
13.10%
1 Year
−2.73%
18.11%
3 Years
11.42%
14.56%
5 Years
12.09%
8.71%
Since Inception
13.75%
13.67%
Fund Age
5 yrs 5 mo
11 yrs 2 mo
AUM
₹205.48 Cr
₹138.06 Cr
Alpha – 1 Year
−5.71%
18.46%
Alpha – 3 Years
−0.47%
5.57%
Information Ratio – 3 Years
-0.07
0.62
Volatility – 1 Year
23.93%
22.83%
Volatility – 3 Years
22.69%
16.72%
Beta – 1 Year
1.24
1.29
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.23
0.61
Sharpe Ratio – 3 Years
0.35
0.55
Worst Rolling Year
11.05%
-8.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−29.75%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.79%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 38% · M 14% · S 45%
Number of Stocks
29
18
Portfolio P/E
46.19
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%