Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
BB Money Plant
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
4.22%
6 Months
16.35%
14.78%
1 Year
29.45%
3.60%
3 Years
—
26.42%
5 Years
—
15.65%
Since Inception
33.72%
19.18%
Fund Age
16 mo
5 yrs 5 mo
AUM
₹17.74 Cr
₹730.87 Cr
Alpha – 1 Year
26.47%
0.62%
Alpha – 3 Years
—
14.53%
Information Ratio – 3 Years
—
0.84
Volatility – 1 Year
19.66%
21.03%
Volatility – 3 Years
—
18.57%
Beta – 1 Year
0.78
0.98
Beta – 3 Years
—
0.72
Sharpe Ratio – 1 Year
1.14
0.01
Sharpe Ratio – 3 Years
—
1.08
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.20%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 11% · M 7% · S 82%
Number of Stocks
30
17
Portfolio P/E
52.18
52.34
Top 5 Holdings
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
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
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
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)
3% / 2% / 1%
2% / 1% / 0%