Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
4.22%
6 Months
26.95%
14.78%
1 Year
13.12%
3.60%
3 Years
17.80%
26.42%
5 Years
15.04%
15.65%
Since Inception
22.70%
19.18%
Fund Age
8 yrs
5 yrs 5 mo
AUM
₹357.26 Cr
₹730.87 Cr
Alpha – 1 Year
10.14%
0.62%
Alpha – 3 Years
5.90%
14.53%
Information Ratio – 3 Years
0.31
0.84
Volatility – 1 Year
32.38%
21.03%
Volatility – 3 Years
25.45%
18.57%
Beta – 1 Year
1.68
0.98
Beta – 3 Years
1.37
0.72
Sharpe Ratio – 1 Year
0.36
0.01
Sharpe Ratio – 3 Years
0.56
1.08
Worst Rolling Year
11.19%
8.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−26.50%
−22.15%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 11% · M 7% · S 82%
Number of Stocks
42
17
Portfolio P/E
42.01
52.34
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%