Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
4.41%
6 Months
8.11%
0.07%
1 Year
−2.73%
4.08%
3 Years
11.42%
6.47%
5 Years
12.09%
—
Since Inception
13.75%
11.08%
Fund Age
5 yrs 5 mo
6 yrs 6 mo
AUM
₹205.48 Cr
₹1.91 Cr
Alpha – 1 Year
−5.71%
4.51%
Alpha – 3 Years
−0.47%
−2.09%
Information Ratio – 3 Years
-0.07
-0.44
Volatility – 1 Year
23.93%
16.64%
Volatility – 3 Years
22.69%
14.35%
Beta – 1 Year
1.24
0.98
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.23
-0.01
Sharpe Ratio – 3 Years
0.35
0.13
Worst Rolling Year
11.05%
5.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.06 Cr
Deepest Drawdown
−29.75%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 90% · M 7%
Number of Stocks
29
50
Portfolio P/E
46.19
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –