Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Right Horizons - Flexi Cap
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%
4.94%
6 Months
8.11%
11.49%
1 Year
−2.73%
3.89%
3 Years
11.42%
8.19%
5 Years
12.09%
11.02%
Since Inception
13.75%
10.97%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹205.48 Cr
₹360.51 Cr
Alpha – 1 Year
−5.71%
0.91%
Alpha – 3 Years
−0.47%
−3.69%
Information Ratio – 3 Years
-0.07
-0.18
Volatility – 1 Year
23.93%
23.04%
Volatility – 3 Years
22.69%
19.34%
Beta – 1 Year
1.24
1.26
Beta – 3 Years
1.17
1.17
Sharpe Ratio – 1 Year
-0.23
0.04
Sharpe Ratio – 3 Years
0.35
0.30
Worst Rolling Year
11.05%
-8.10%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−29.75%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
21.79%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 38% · M 28% · S 33%
Number of Stocks
29
29
Portfolio P/E
46.19
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%