Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Magadh - Value for Growth
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%
1.29%
6 Months
14.78%
−4.12%
1 Year
3.60%
1.97%
3 Years
26.42%
12.30%
5 Years
15.65%
12.28%
Since Inception
19.18%
12.08%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹730.87 Cr
₹27.16 Cr
Alpha – 1 Year
0.62%
−2.75%
Alpha – 3 Years
14.53%
0.21%
Information Ratio – 3 Years
0.84
0.08
Volatility – 1 Year
21.03%
18.26%
Volatility – 3 Years
18.57%
15.26%
Beta – 1 Year
0.98
1.01
Beta – 3 Years
0.72
0.92
Sharpe Ratio – 1 Year
0.01
-0.09
Sharpe Ratio – 3 Years
1.08
0.53
Worst Rolling Year
8.04%
12.19%
Value at Worst Rolling Year
₹1.08 Cr
₹1.12 Cr
Deepest Drawdown
−22.15%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 41% · M 28% · S 30%
Number of Stocks
17
27
Portfolio P/E
52.34
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%