Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.22%
6 Months
−5.56%
14.78%
1 Year
34.70%
3.60%
3 Years
27.41%
26.42%
5 Years
32.51%
15.65%
Since Inception
32.15%
19.18%
Fund Age
13 yrs 6 mo
5 yrs 5 mo
AUM
₹2,318.72 Cr
₹730.87 Cr
Alpha – 1 Year
35.05%
0.62%
Alpha – 3 Years
18.41%
14.53%
Information Ratio – 3 Years
1.03
0.84
Volatility – 1 Year
21.67%
21.03%
Volatility – 3 Years
15.53%
18.57%
Beta – 1 Year
0.28
0.98
Beta – 3 Years
0.35
0.72
Sharpe Ratio – 1 Year
1.24
0.01
Sharpe Ratio – 3 Years
1.31
1.08
Worst Rolling Year
-17.36%
8.04%
Value at Worst Rolling Year
₹0.83 Cr
₹1.08 Cr
Deepest Drawdown
−21.72%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 11% · M 7% · S 82%
Number of Stocks
9
17
Portfolio P/E
14.68
52.34
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%