Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
4.05%
6 Months
22.77%
6.73%
1 Year
24.21%
−2.26%
3 Years
13.20%
32.06%
5 Years
12.56%
—
Since Inception
18.69%
37.04%
Fund Age
7 yrs 4 mo
3 yrs
AUM
₹114.64 Cr
₹174.65 Cr
Alpha – 1 Year
19.49%
−5.24%
Alpha – 3 Years
1.43%
20.17%
Information Ratio – 3 Years
0.12
0.81
Volatility – 1 Year
24.82%
26.32%
Volatility – 3 Years
21.64%
22.60%
Beta – 1 Year
1.34
1.14
Beta – 3 Years
1.13
0.69
Sharpe Ratio – 1 Year
0.78
-0.17
Sharpe Ratio – 3 Years
0.46
1.11
Worst Rolling Year
10.43%
32.07%
Value at Worst Rolling Year
₹1.10 Cr
₹1.32 Cr
Deepest Drawdown
−24.42%
−30.55%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
33.22%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
—
Number of Stocks
32
—
Portfolio P/E
37.13
—
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
—
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
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%