Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
3.08%
6 Months
14.78%
9.19%
1 Year
3.60%
9.02%
3 Years
26.42%
14.71%
5 Years
15.65%
10.31%
Since Inception
19.18%
14.95%
Fund Age
5 yrs 5 mo
7 yrs 10 mo
AUM
₹730.87 Cr
₹42.73 Cr
Alpha – 1 Year
0.62%
4.30%
Alpha – 3 Years
14.53%
2.62%
Information Ratio – 3 Years
0.84
0.63
Volatility – 1 Year
21.03%
17.52%
Volatility – 3 Years
18.57%
14.89%
Beta – 1 Year
0.98
0.97
Beta – 3 Years
0.72
0.92
Sharpe Ratio – 1 Year
0.01
0.26
Sharpe Ratio – 3 Years
1.08
0.66
Worst Rolling Year
8.04%
8.19%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−22.15%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 18% · M 16% · S 37%
Number of Stocks
17
30
Portfolio P/E
52.34
31.64
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%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%