Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
3.12%
6 Months
8.11%
8.08%
1 Year
−2.73%
10.16%
3 Years
11.42%
15.60%
5 Years
12.09%
—
Since Inception
13.75%
19.84%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹205.48 Cr
₹3.18 Cr
Alpha – 1 Year
−5.71%
7.18%
Alpha – 3 Years
−0.47%
3.72%
Information Ratio – 3 Years
-0.07
0.60
Volatility – 1 Year
23.93%
19.93%
Volatility – 3 Years
22.69%
18.09%
Beta – 1 Year
1.24
1.12
Beta – 3 Years
1.17
1.14
Sharpe Ratio – 1 Year
-0.23
0.31
Sharpe Ratio – 3 Years
0.35
0.60
Worst Rolling Year
11.05%
14.68%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−29.75%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 31% · M 55% · S 12%
Number of Stocks
29
29
Portfolio P/E
46.19
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –