Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Motilal Oswal - Multifactor Equity 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%
0.47%
6 Months
14.78%
0.32%
1 Year
3.60%
1.03%
3 Years
26.42%
14.82%
5 Years
15.65%
11.82%
Since Inception
19.18%
13.07%
Fund Age
5 yrs 5 mo
5 yrs 2 mo
AUM
₹730.87 Cr
₹56.08 Cr
Alpha – 1 Year
0.62%
−1.95%
Alpha – 3 Years
14.53%
2.94%
Information Ratio – 3 Years
0.84
0.18
Volatility – 1 Year
21.03%
13.89%
Volatility – 3 Years
18.57%
18.35%
Beta – 1 Year
0.98
0.75
Beta – 3 Years
0.72
1.00
Sharpe Ratio – 1 Year
0.01
-0.25
Sharpe Ratio – 3 Years
1.08
0.55
Worst Rolling Year
8.04%
12.65%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−22.15%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 38% · M 29% · S 24%
Number of Stocks
17
37
Portfolio P/E
52.34
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%