Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
4.05%
6 Months
11.19%
6.73%
1 Year
4.47%
−2.26%
3 Years
14.82%
32.06%
5 Years
12.64%
—
Since Inception
13.38%
37.04%
Fund Age
19 yrs
3 yrs
AUM
₹1,249 Cr
₹174.65 Cr
Alpha – 1 Year
4.82%
−5.24%
Alpha – 3 Years
5.82%
20.17%
Information Ratio – 3 Years
0.87
0.81
Volatility – 1 Year
21.24%
26.32%
Volatility – 3 Years
17.51%
22.60%
Beta – 1 Year
1.09
1.14
Beta – 3 Years
1.04
0.69
Sharpe Ratio – 1 Year
0.05
-0.17
Sharpe Ratio – 3 Years
0.69
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
—
−30.55%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%