Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
ORO - All Weather Portfolio
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%
−0.19%
6 Months
14.78%
−0.42%
1 Year
3.60%
−4.58%
3 Years
26.42%
16.32%
5 Years
15.65%
13.17%
Since Inception
19.18%
13.94%
Fund Age
5 yrs 5 mo
6 yrs 6 mo
AUM
₹730.87 Cr
₹13.16 Cr
Alpha – 1 Year
0.62%
−7.56%
Alpha – 3 Years
14.53%
4.42%
Information Ratio – 3 Years
0.84
0.49
Volatility – 1 Year
21.03%
16.90%
Volatility – 3 Years
18.57%
17.54%
Beta – 1 Year
0.98
0.86
Beta – 3 Years
0.72
0.99
Sharpe Ratio – 1 Year
0.01
-0.52
Sharpe Ratio – 3 Years
1.08
0.69
Worst Rolling Year
8.04%
3.91%
Value at Worst Rolling Year
₹1.08 Cr
₹1.04 Cr
Deepest Drawdown
−22.15%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 66% · M 23%
Number of Stocks
17
20
Portfolio P/E
52.34
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%