Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
1.32%
6 Months
8.11%
3.83%
1 Year
−2.73%
9.77%
3 Years
11.42%
13.19%
5 Years
12.09%
12.01%
Since Inception
13.75%
14.38%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹205.48 Cr
₹42.66 Cr
Alpha – 1 Year
−5.71%
3.80%
Alpha – 3 Years
−0.47%
2.30%
Information Ratio – 3 Years
-0.07
0.23
Volatility – 1 Year
23.93%
15.84%
Volatility – 3 Years
22.69%
12.64%
Beta – 1 Year
1.24
1.56
Beta – 3 Years
1.17
1.48
Sharpe Ratio – 1 Year
-0.23
0.32
Sharpe Ratio – 3 Years
0.35
0.70
Worst Rolling Year
11.05%
9.09%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−29.75%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 37% · M 21% · S 27%
Number of Stocks
29
16
Portfolio P/E
46.19
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%