Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
4.05%
6 Months
24.60%
6.73%
1 Year
7.56%
−2.26%
3 Years
20.98%
32.06%
5 Years
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—
Since Inception
24.10%
37.04%
Fund Age
4 yrs 4 mo
3 yrs
AUM
₹3.89 Cr
₹174.65 Cr
Alpha – 1 Year
4.58%
−5.24%
Alpha – 3 Years
9.08%
20.17%
Information Ratio – 3 Years
0.07
0.81
Volatility – 1 Year
32.74%
26.32%
Volatility – 3 Years
27.24%
22.60%
Beta – 1 Year
1.49
1.14
Beta – 3 Years
1.30
0.69
Sharpe Ratio – 1 Year
0.20
-0.17
Sharpe Ratio – 3 Years
0.49
1.11
Worst Rolling Year
17.91%
32.07%
Value at Worst Rolling Year
₹1.18 Cr
₹1.32 Cr
Deepest Drawdown
−34.40%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
33.22%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
27
—
Portfolio P/E
52.77
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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%
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Top Sectors
—
—
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%