Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
MOAT - Emerging Moat
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%
2.64%
6 Months
14.78%
5.29%
1 Year
3.60%
2.64%
3 Years
26.42%
8.64%
5 Years
15.65%
—
Since Inception
19.18%
12.31%
Fund Age
5 yrs 5 mo
3 yrs 11 mo
AUM
₹730.87 Cr
₹56.94 Cr
Alpha – 1 Year
0.62%
−2.08%
Alpha – 3 Years
14.53%
−3.45%
Information Ratio – 3 Years
0.84
-0.33
Volatility – 1 Year
21.03%
19.56%
Volatility – 3 Years
18.57%
17.76%
Beta – 1 Year
0.98
1.08
Beta – 3 Years
0.72
1.07
Sharpe Ratio – 1 Year
0.01
-0.05
Sharpe Ratio – 3 Years
1.08
0.31
Worst Rolling Year
8.04%
8.64%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−22.15%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%