Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
14.78%
5.19%
1 Year
3.60%
−0.45%
3 Years
26.42%
11.72%
5 Years
15.65%
—
Since Inception
19.18%
12.62%
Fund Age
5 yrs 5 mo
3 yrs 8 mo
AUM
₹730.87 Cr
₹42.96 Cr
Alpha – 1 Year
0.62%
−3.43%
Alpha – 3 Years
14.53%
−0.17%
Information Ratio – 3 Years
0.84
-0.16
Volatility – 1 Year
21.03%
16.93%
Volatility – 3 Years
18.57%
15.20%
Beta – 1 Year
0.98
0.92
Beta – 3 Years
0.72
0.91
Sharpe Ratio – 1 Year
0.01
-0.27
Sharpe Ratio – 3 Years
1.08
0.45
Worst Rolling Year
8.04%
11.64%
Value at Worst Rolling Year
₹1.08 Cr
₹1.12 Cr
Deepest Drawdown
−22.15%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%