Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Marcellus - Kings of Capital
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%
0.50%
6 Months
14.78%
2.02%
1 Year
3.60%
0.60%
3 Years
26.42%
8.21%
5 Years
15.65%
5.75%
Since Inception
19.18%
9.73%
Fund Age
5 yrs 5 mo
6 yrs
AUM
₹730.87 Cr
₹128.19 Cr
Alpha – 1 Year
0.62%
1.03%
Alpha – 3 Years
14.53%
−0.36%
Information Ratio – 3 Years
0.84
0.12
Volatility – 1 Year
21.03%
19.24%
Volatility – 3 Years
18.57%
14.76%
Beta – 1 Year
0.98
1.13
Beta – 3 Years
0.72
0.95
Sharpe Ratio – 1 Year
0.01
-0.16
Sharpe Ratio – 3 Years
1.08
0.24
Worst Rolling Year
8.04%
0.20%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−22.15%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
26.18%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%