Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
3.12%
6 Months
−8.15%
8.08%
1 Year
−5.39%
10.16%
3 Years
10.81%
15.60%
5 Years
—
—
Since Inception
11.07%
19.84%
Fund Age
5 yrs
6 yrs 11 mo
AUM
₹121.08 Cr
₹3.18 Cr
Alpha – 1 Year
−5.32%
7.18%
Alpha – 3 Years
−2.65%
3.72%
Information Ratio – 3 Years
-0.15
0.60
Volatility – 1 Year
24.51%
19.93%
Volatility – 3 Years
24.85%
18.09%
Beta – 1 Year
1.17
1.12
Beta – 3 Years
1.18
1.14
Sharpe Ratio – 1 Year
-0.34
0.31
Sharpe Ratio – 3 Years
0.32
0.60
Worst Rolling Year
9.88%
14.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−34.50%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
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 · 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% / –