Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.22%
−2.26%
6 Months
14.78%
9.35%
1 Year
3.60%
10.43%
3 Years
26.42%
15.16%
5 Years
15.65%
—
Since Inception
19.18%
21.24%
Fund Age
5 yrs 5 mo
4 yrs 11 mo
AUM
₹730.87 Cr
₹16.88 Cr
Alpha – 1 Year
0.62%
8.57%
Alpha – 3 Years
14.53%
3.08%
Information Ratio – 3 Years
0.84
0.34
Volatility – 1 Year
21.03%
33.08%
Volatility – 3 Years
18.57%
27.65%
Beta – 1 Year
0.98
1.54
Beta – 3 Years
0.72
1.38
Sharpe Ratio – 1 Year
0.01
0.28
Sharpe Ratio – 3 Years
1.08
0.51
Worst Rolling Year
8.04%
12.88%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−22.15%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
L 9% · M 17% · S 71%
Number of Stocks
17
16
Portfolio P/E
52.34
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%