Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
1.80%
6 Months
−8.15%
2.80%
1 Year
−5.39%
4.89%
3 Years
10.81%
12.23%
5 Years
—
10.64%
Since Inception
11.07%
8.93%
Fund Age
5 yrs
12 yrs
AUM
₹121.08 Cr
₹134.76 Cr
Alpha – 1 Year
−5.32%
−1.08%
Alpha – 3 Years
−2.65%
1.34%
Information Ratio – 3 Years
-0.15
0.07
Volatility – 1 Year
24.51%
10.79%
Volatility – 3 Years
24.85%
9.62%
Beta – 1 Year
1.17
1.04
Beta – 3 Years
1.18
1.10
Sharpe Ratio – 1 Year
-0.34
-0.01
Sharpe Ratio – 3 Years
0.32
0.69
Worst Rolling Year
9.88%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−34.50%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.70%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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 · 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% / – / –