Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
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
5.48%
4.22%
6 Months
13.51%
14.78%
1 Year
1.35%
3.60%
3 Years
13.26%
26.42%
5 Years
—
15.65%
Since Inception
19.28%
19.18%
Fund Age
4 yrs 2 mo
5 yrs 5 mo
AUM
₹36.17 Cr
₹730.87 Cr
Alpha – 1 Year
−3.37%
0.62%
Alpha – 3 Years
1.17%
14.53%
Information Ratio – 3 Years
0.14
0.84
Volatility – 1 Year
24.66%
21.03%
Volatility – 3 Years
18.82%
18.57%
Beta – 1 Year
1.31
0.98
Beta – 3 Years
1.10
0.72
Sharpe Ratio – 1 Year
-0.05
0.01
Sharpe Ratio – 3 Years
0.48
1.08
Worst Rolling Year
12.70%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−26.89%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 11% · M 7% · S 82%
Number of Stocks
24
17
Portfolio P/E
29.70
52.34
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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 · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%