Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
2.20%
6 Months
14.78%
9.70%
1 Year
3.60%
10.00%
3 Years
26.42%
17.10%
5 Years
15.65%
—
Since Inception
19.18%
23.10%
Fund Age
5 yrs 5 mo
3 yrs 6 mo
AUM
₹730.87 Cr
₹24.16 Cr
Alpha – 1 Year
0.62%
5.30%
Alpha – 3 Years
14.53%
5.00%
Information Ratio – 3 Years
0.84
0.96
Volatility – 1 Year
21.03%
16.88%
Volatility – 3 Years
18.57%
15.62%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.72
0.93
Sharpe Ratio – 1 Year
0.01
0.34
Sharpe Ratio – 3 Years
1.08
0.81
Worst Rolling Year
8.04%
16.97%
Value at Worst Rolling Year
₹1.08 Cr
₹1.17 Cr
Deepest Drawdown
−22.15%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
L 16% · M 17% · S 63%
Number of Stocks
17
—
Portfolio P/E
52.34
—
Top 5 Holdings
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –