Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent 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
−1.07%
4.05%
6 Months
1.78%
6.73%
1 Year
5.40%
−2.26%
3 Years
8.85%
32.06%
5 Years
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Since Inception
10.06%
37.04%
Fund Age
3 yrs 2 mo
3 yrs
AUM
₹6 Cr
₹174.65 Cr
Alpha – 1 Year
0.68%
−5.24%
Alpha – 3 Years
−3.24%
20.17%
Information Ratio – 3 Years
-0.36
0.81
Volatility – 1 Year
19.91%
26.32%
Volatility – 3 Years
17.03%
22.60%
Beta – 1 Year
1.12
1.14
Beta – 3 Years
1.05
0.69
Sharpe Ratio – 1 Year
0.09
-0.17
Sharpe Ratio – 3 Years
0.27
1.11
Worst Rolling Year
8.77%
32.07%
Value at Worst Rolling Year
₹1.09 Cr
₹1.32 Cr
Deepest Drawdown
−18.84%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.14%
33.22%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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2% / 1% / 0%