Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Right Horizons - India Business Leaders
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%
3.11%
6 Months
−8.15%
4.12%
1 Year
−5.39%
−0.25%
3 Years
10.81%
10.95%
5 Years
—
10.56%
Since Inception
11.07%
10.62%
Fund Age
5 yrs
13 yrs 8 mo
AUM
₹121.08 Cr
₹41.22 Cr
Alpha – 1 Year
−5.32%
0.18%
Alpha – 3 Years
−2.65%
2.39%
Information Ratio – 3 Years
-0.15
0.52
Volatility – 1 Year
24.51%
20.61%
Volatility – 3 Years
24.85%
17.57%
Beta – 1 Year
1.17
1.24
Beta – 3 Years
1.18
1.19
Sharpe Ratio – 1 Year
-0.34
-0.18
Sharpe Ratio – 3 Years
0.32
0.46
Worst Rolling Year
9.88%
-10.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.89 Cr
Deepest Drawdown
−34.50%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
21.70%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
M 20% · S 78%
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
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 · 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%