Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential- Rising Stars Strategy vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential- Rising Stars Strategy
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−6.06%
4.05%
6 Months
14.81%
6.73%
1 Year
—
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
6.62%
37.04%
Fund Age
7 mo
3 yrs
AUM
₹376.54 Cr
₹174.65 Cr
Alpha – 1 Year
—
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
—
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
—
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
—
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
—
−30.55%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 28% · S 68%
—
Number of Stocks
33
—
Portfolio P/E
—
—
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
—
Top Sectors
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%