Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
4.22%
6 Months
24.60%
14.78%
1 Year
7.56%
3.60%
3 Years
20.98%
26.42%
5 Years
—
15.65%
Since Inception
24.10%
19.18%
Fund Age
4 yrs 4 mo
5 yrs 5 mo
AUM
₹3.89 Cr
₹730.87 Cr
Alpha – 1 Year
4.58%
0.62%
Alpha – 3 Years
9.08%
14.53%
Information Ratio – 3 Years
0.07
0.84
Volatility – 1 Year
32.74%
21.03%
Volatility – 3 Years
27.24%
18.57%
Beta – 1 Year
1.49
0.98
Beta – 3 Years
1.30
0.72
Sharpe Ratio – 1 Year
0.20
0.01
Sharpe Ratio – 3 Years
0.49
1.08
Worst Rolling Year
17.91%
8.04%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−34.40%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 7% · S 82%
Number of Stocks
27
17
Portfolio P/E
52.77
52.34
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%