Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Right Horizons - Alliance
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%
1.80%
6 Months
8.11%
2.80%
1 Year
−2.73%
4.89%
3 Years
11.42%
12.23%
5 Years
12.09%
10.64%
Since Inception
13.75%
8.93%
Fund Age
5 yrs 5 mo
12 yrs
AUM
₹205.48 Cr
₹134.76 Cr
Alpha – 1 Year
−5.71%
−1.08%
Alpha – 3 Years
−0.47%
1.34%
Information Ratio – 3 Years
-0.07
0.07
Volatility – 1 Year
23.93%
10.79%
Volatility – 3 Years
22.69%
9.62%
Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.17
1.10
Sharpe Ratio – 1 Year
-0.23
-0.01
Sharpe Ratio – 3 Years
0.35
0.69
Worst Rolling Year
11.05%
0.05%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−29.75%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.79%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 50% · M 11% · S 8%
Number of Stocks
29
33
Portfolio P/E
46.19
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –