Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.26%
6 Months
8.11%
4.03%
1 Year
−2.73%
0.70%
3 Years
11.42%
10.01%
5 Years
12.09%
8.40%
Since Inception
13.75%
14.84%
Fund Age
5 yrs 5 mo
7 yrs 10 mo
AUM
₹205.48 Cr
₹2,937.84 Cr
Alpha – 1 Year
−5.71%
−2.28%
Alpha – 3 Years
−0.47%
−1.88%
Information Ratio – 3 Years
-0.07
-0.37
Volatility – 1 Year
23.93%
17.90%
Volatility – 3 Years
22.69%
14.65%
Beta – 1 Year
1.24
1.00
Beta – 3 Years
1.17
0.93
Sharpe Ratio – 1 Year
-0.23
-0.18
Sharpe Ratio – 3 Years
0.35
0.35
Worst Rolling Year
11.05%
7.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−29.75%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 58% · M 15% · S 26%
Number of Stocks
29
71
Portfolio P/E
46.19
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%