Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
4.22%
6 Months
10.82%
14.78%
1 Year
8.67%
3.60%
3 Years
13.08%
26.42%
5 Years
15.51%
15.65%
Since Inception
26.40%
19.18%
Fund Age
6 yrs
5 yrs 5 mo
AUM
₹5,996.39 Cr
₹730.87 Cr
Alpha – 1 Year
3.95%
0.62%
Alpha – 3 Years
0.99%
14.53%
Information Ratio – 3 Years
0.24
0.84
Volatility – 1 Year
22.00%
21.03%
Volatility – 3 Years
18.61%
18.57%
Beta – 1 Year
1.19
0.98
Beta – 3 Years
1.02
0.72
Sharpe Ratio – 1 Year
0.24
0.01
Sharpe Ratio – 3 Years
0.55
1.08
Worst Rolling Year
12.98%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−22.98%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 11% · M 7% · S 82%
Number of Stocks
30
17
Portfolio P/E
25.07
52.34
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank 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 · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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%