Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
0.36%
6 Months
14.78%
5.01%
1 Year
3.60%
−5.33%
3 Years
26.42%
1.25%
5 Years
15.65%
−1.56%
Since Inception
19.18%
10.94%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹730.87 Cr
₹122.91 Cr
Alpha – 1 Year
0.62%
−8.31%
Alpha – 3 Years
14.53%
−10.64%
Information Ratio – 3 Years
0.84
-0.98
Volatility – 1 Year
21.03%
16.35%
Volatility – 3 Years
18.57%
16.88%
Beta – 1 Year
0.98
0.87
Beta – 3 Years
0.72
0.86
Sharpe Ratio – 1 Year
0.01
-0.59
Sharpe Ratio – 3 Years
1.08
-0.17
Worst Rolling Year
8.04%
-5.79%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−22.15%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
26.18%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 11% · M 7% · S 82%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%