Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
8.11%
1.92%
1 Year
−2.73%
0.43%
3 Years
11.42%
—
5 Years
12.09%
—
Since Inception
13.75%
6.17%
Fund Age
5 yrs 5 mo
2 yrs 2 mo
AUM
₹205.48 Cr
₹22.98 Cr
Alpha – 1 Year
−5.71%
−2.55%
Alpha – 3 Years
−0.47%
—
Information Ratio – 3 Years
-0.07
—
Volatility – 1 Year
23.93%
16.90%
Volatility – 3 Years
22.69%
—
Beta – 1 Year
1.24
0.96
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
-0.23
-0.22
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
11.05%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−29.75%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 61% · M 14% · S 21%
Number of Stocks
29
41
Portfolio P/E
46.19
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%