Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Karma - Wealth Builder
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%
4.30%
6 Months
14.78%
9.50%
1 Year
3.60%
10.30%
3 Years
26.42%
13.40%
5 Years
15.65%
13.85%
Since Inception
19.18%
12.90%
Fund Age
5 yrs 5 mo
19 yrs 8 mo
AUM
₹730.87 Cr
₹295.65 Cr
Alpha – 1 Year
0.62%
5.60%
Alpha – 3 Years
14.53%
1.30%
Information Ratio – 3 Years
0.84
0.46
Volatility – 1 Year
21.03%
20.18%
Volatility – 3 Years
18.57%
17.30%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
0.72
1.05
Sharpe Ratio – 1 Year
0.01
0.32
Sharpe Ratio – 3 Years
1.08
0.49
Worst Rolling Year
8.04%
-20.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.79 Cr
Deepest Drawdown
−22.15%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
26.18%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 11% · M 7% · S 82%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –