Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
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
5.36%
4.22%
6 Months
17.83%
14.78%
1 Year
22.60%
3.60%
3 Years
18.89%
26.42%
5 Years
16.73%
15.65%
Since Inception
18.63%
19.18%
Fund Age
5 yrs 2 mo
5 yrs 5 mo
AUM
₹146.97 Cr
₹730.87 Cr
Alpha – 1 Year
17.88%
0.62%
Alpha – 3 Years
6.80%
14.53%
Information Ratio – 3 Years
0.75
0.84
Volatility – 1 Year
20.18%
21.03%
Volatility – 3 Years
16.94%
18.57%
Beta – 1 Year
1.05
0.98
Beta – 3 Years
0.94
0.72
Sharpe Ratio – 1 Year
0.85
0.01
Sharpe Ratio – 3 Years
0.80
1.08
Worst Rolling Year
15.50%
8.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−17.05%
−22.15%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 11% · M 7% · S 82%
Number of Stocks
32
17
Portfolio P/E
39.10
52.34
Top 5 Holdings
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
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 · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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)
2% / 1% / 0%
2% / 1% / 0%