Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
4.22%
6 Months
−2.30%
14.78%
1 Year
1.68%
3.60%
3 Years
13.91%
26.42%
5 Years
—
15.65%
Since Inception
14.05%
19.18%
Fund Age
3 yrs 10 mo
5 yrs 5 mo
AUM
₹53.78 Cr
₹730.87 Cr
Alpha – 1 Year
−3.04%
0.62%
Alpha – 3 Years
1.82%
14.53%
Information Ratio – 3 Years
0.34
0.84
Volatility – 1 Year
15.80%
21.03%
Volatility – 3 Years
15.64%
18.57%
Beta – 1 Year
0.86
0.98
Beta – 3 Years
0.97
0.72
Sharpe Ratio – 1 Year
-0.15
0.01
Sharpe Ratio – 3 Years
0.71
1.08
Worst Rolling Year
15.78%
8.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−18.40%
−22.15%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 7% · S 82%
Number of Stocks
—
17
Portfolio P/E
—
52.34
Top 5 Holdings
—
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
—
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%