Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
8.11%
6.39%
1 Year
−2.73%
0.37%
3 Years
11.42%
11.18%
5 Years
12.09%
—
Since Inception
13.75%
4.21%
Fund Age
5 yrs 5 mo
4 yrs 6 mo
AUM
₹205.48 Cr
₹59.82 Cr
Alpha – 1 Year
−5.71%
−2.61%
Alpha – 3 Years
−0.47%
−0.71%
Information Ratio – 3 Years
-0.07
0.13
Volatility – 1 Year
23.93%
22.91%
Volatility – 3 Years
22.69%
17.96%
Beta – 1 Year
1.24
1.09
Beta – 3 Years
1.17
1.01
Sharpe Ratio – 1 Year
-0.23
-0.11
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
11.05%
3.87%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−29.75%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 40% · M 26% · S 33%
Number of Stocks
29
35
Portfolio P/E
46.19
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%