Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
0.53%
6 Months
14.78%
5.22%
1 Year
3.60%
8.94%
3 Years
26.42%
10.33%
5 Years
15.65%
10.77%
Since Inception
19.18%
10.49%
Fund Age
5 yrs 5 mo
9 yrs 9 mo
AUM
₹730.87 Cr
₹67.62 Cr
Alpha – 1 Year
0.62%
−0.44%
Alpha – 3 Years
14.53%
0.76%
Information Ratio – 3 Years
0.84
0.44
Volatility – 1 Year
21.03%
2.31%
Volatility – 3 Years
18.57%
1.38%
Beta – 1 Year
0.98
0.41
Beta – 3 Years
0.72
0.46
Sharpe Ratio – 1 Year
0.01
1.46
Sharpe Ratio – 3 Years
1.08
3.36
Worst Rolling Year
8.04%
9.87%
Value at Worst Rolling Year
₹1.08 Cr
₹1.10 Cr
Deepest Drawdown
−22.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
—
Number of Stocks
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Others · 99.75%
Government · 0.23%
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%