Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
0.18%
6 Months
14.78%
2.87%
1 Year
3.60%
3.77%
3 Years
26.42%
6.69%
5 Years
15.65%
6.74%
Since Inception
19.18%
10.62%
Fund Age
5 yrs 5 mo
12 yrs 1 mo
AUM
₹730.87 Cr
₹61.33 Cr
Alpha – 1 Year
0.62%
−5.66%
Alpha – 3 Years
14.53%
−3.03%
Information Ratio – 3 Years
0.84
-1.20
Volatility – 1 Year
21.03%
3.14%
Volatility – 3 Years
18.57%
2.07%
Beta – 1 Year
0.98
-0.20
Beta – 3 Years
0.72
-0.08
Sharpe Ratio – 1 Year
0.01
-0.40
Sharpe Ratio – 3 Years
1.08
0.62
Worst Rolling Year
8.04%
-3.43%
Value at Worst Rolling Year
₹1.08 Cr
₹0.97 Cr
Deepest Drawdown
−22.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
26.18%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
—
Number of Stocks
17
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%