Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Right Horizons - India Business Leaders
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%
3.11%
6 Months
8.11%
4.12%
1 Year
−2.73%
−0.25%
3 Years
11.42%
10.95%
5 Years
12.09%
10.56%
Since Inception
13.75%
10.62%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹205.48 Cr
₹41.22 Cr
Alpha – 1 Year
−5.71%
0.18%
Alpha – 3 Years
−0.47%
2.39%
Information Ratio – 3 Years
-0.07
0.52
Volatility – 1 Year
23.93%
20.61%
Volatility – 3 Years
22.69%
17.57%
Beta – 1 Year
1.24
1.24
Beta – 3 Years
1.17
1.19
Sharpe Ratio – 1 Year
-0.23
-0.18
Sharpe Ratio – 3 Years
0.35
0.46
Worst Rolling Year
11.05%
-10.52%
Value at Worst Rolling Year
₹1.11 Cr
₹0.89 Cr
Deepest Drawdown
−29.75%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
21.79%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 28% · M 36% · S 34%
L 70% · M 29%
Number of Stocks
29
25
Portfolio P/E
46.19
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%