Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
4.22%
6 Months
−0.19%
14.78%
1 Year
10.10%
3.60%
3 Years
12.11%
26.42%
5 Years
13.02%
15.65%
Since Inception
22.34%
19.18%
Fund Age
5 yrs 10 mo
5 yrs 5 mo
AUM
₹7,768.91 Cr
₹730.87 Cr
Alpha – 1 Year
5.38%
0.62%
Alpha – 3 Years
0.02%
14.53%
Information Ratio – 3 Years
0.42
0.84
Volatility – 1 Year
16.46%
21.03%
Volatility – 3 Years
14.48%
18.57%
Beta – 1 Year
0.92
0.98
Beta – 3 Years
0.91
0.72
Sharpe Ratio – 1 Year
0.41
0.01
Sharpe Ratio – 3 Years
0.62
1.08
Worst Rolling Year
10.43%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−20.45%
−22.15%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 11% · M 7% · S 82%
Number of Stocks
25
17
Portfolio P/E
28.28
52.34
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%