Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
−5.12%
6 Months
14.78%
10.94%
1 Year
3.60%
14.16%
3 Years
26.42%
7.74%
5 Years
15.65%
3.22%
Since Inception
19.18%
10.15%
Fund Age
5 yrs 5 mo
7 yrs 2 mo
AUM
₹730.87 Cr
₹34.95 Cr
Alpha – 1 Year
0.62%
14.51%
Alpha – 3 Years
14.53%
−1.26%
Information Ratio – 3 Years
0.84
-0.10
Volatility – 1 Year
21.03%
25.75%
Volatility – 3 Years
18.57%
17.58%
Beta – 1 Year
0.98
1.43
Beta – 3 Years
0.72
1.06
Sharpe Ratio – 1 Year
0.01
0.43
Sharpe Ratio – 3 Years
1.08
0.21
Worst Rolling Year
8.04%
-2.37%
Value at Worst Rolling Year
₹1.08 Cr
₹0.98 Cr
Deepest Drawdown
−22.15%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
26.18%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 41% · M 32% · S 26%
Number of Stocks
17
19
Portfolio P/E
52.34
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%