Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Right Horizons - Flexi Cap
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%
4.94%
6 Months
−8.15%
11.49%
1 Year
−5.39%
3.89%
3 Years
10.81%
8.19%
5 Years
—
11.02%
Since Inception
11.07%
10.97%
Fund Age
5 yrs
13 yrs 8 mo
AUM
₹121.08 Cr
₹360.51 Cr
Alpha – 1 Year
−5.32%
0.91%
Alpha – 3 Years
−2.65%
−3.69%
Information Ratio – 3 Years
-0.15
-0.18
Volatility – 1 Year
24.51%
23.04%
Volatility – 3 Years
24.85%
19.34%
Beta – 1 Year
1.17
1.26
Beta – 3 Years
1.18
1.17
Sharpe Ratio – 1 Year
-0.34
0.04
Sharpe Ratio – 3 Years
0.32
0.30
Worst Rolling Year
9.88%
-8.10%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−34.50%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
21.70%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
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 · 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%