Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
4.22%
6 Months
25.00%
14.78%
1 Year
17.14%
3.60%
3 Years
16.20%
26.42%
5 Years
15.34%
15.65%
Since Inception
19.60%
19.18%
Fund Age
7 yrs 3 mo
5 yrs 5 mo
AUM
₹127.23 Cr
₹730.87 Cr
Alpha – 1 Year
12.42%
0.62%
Alpha – 3 Years
4.43%
14.53%
Information Ratio – 3 Years
0.38
0.84
Volatility – 1 Year
23.12%
21.03%
Volatility – 3 Years
20.20%
18.57%
Beta – 1 Year
1.18
0.98
Beta – 3 Years
1.05
0.72
Sharpe Ratio – 1 Year
0.56
0.01
Sharpe Ratio – 3 Years
0.61
1.08
Worst Rolling Year
13.55%
8.04%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−26.74%
−22.15%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 11% · M 7% · S 82%
Number of Stocks
101
17
Portfolio P/E
52.20
52.34
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%