Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
MOAT - UpperCrust Wealth Fund
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%
4.61%
6 Months
14.78%
3.41%
1 Year
3.60%
20.00%
3 Years
26.42%
24.29%
5 Years
15.65%
—
Since Inception
19.18%
15.71%
Fund Age
5 yrs 5 mo
4 yrs 7 mo
AUM
₹730.87 Cr
₹129.22 Cr
Alpha – 1 Year
0.62%
15.28%
Alpha – 3 Years
14.53%
12.20%
Information Ratio – 3 Years
0.84
1.16
Volatility – 1 Year
21.03%
22.01%
Volatility – 3 Years
18.57%
22.99%
Beta – 1 Year
0.98
0.67
Beta – 3 Years
0.72
1.00
Sharpe Ratio – 1 Year
0.01
0.70
Sharpe Ratio – 3 Years
1.08
1.11
Worst Rolling Year
8.04%
13.28%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−22.15%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%