Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.12%
4.05%
6 Months
−0.35%
6.73%
1 Year
−1.07%
−2.26%
3 Years
9.62%
32.06%
5 Years
—
—
Since Inception
13.16%
37.04%
Fund Age
4 yrs 2 mo
3 yrs
AUM
₹52.82 Cr
₹174.65 Cr
Alpha – 1 Year
−5.79%
−5.24%
Alpha – 3 Years
−2.47%
20.17%
Information Ratio – 3 Years
-0.56
0.81
Volatility – 1 Year
17.26%
26.32%
Volatility – 3 Years
15.97%
22.60%
Beta – 1 Year
0.98
1.14
Beta – 3 Years
0.98
0.69
Sharpe Ratio – 1 Year
-0.29
-0.17
Sharpe Ratio – 3 Years
0.28
1.11
Worst Rolling Year
9.59%
32.07%
Value at Worst Rolling Year
₹1.10 Cr
₹1.32 Cr
Deepest Drawdown
−18.05%
−30.55%
Recovery Period
131 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.96%
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%