Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Phillip Capital - Emerging India 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%
3.88%
6 Months
14.78%
18.21%
1 Year
3.60%
11.44%
3 Years
26.42%
9.27%
5 Years
15.65%
10.90%
Since Inception
19.18%
13.08%
Fund Age
5 yrs 5 mo
9 yrs
AUM
₹730.87 Cr
₹29.3 Cr
Alpha – 1 Year
0.62%
6.74%
Alpha – 3 Years
14.53%
−1.95%
Information Ratio – 3 Years
0.84
-0.21
Volatility – 1 Year
21.03%
23.26%
Volatility – 3 Years
18.57%
18.09%
Beta – 1 Year
0.98
1.21
Beta – 3 Years
0.72
0.98
Sharpe Ratio – 1 Year
0.01
0.35
Sharpe Ratio – 3 Years
1.08
0.32
Worst Rolling Year
8.04%
0.11%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−22.15%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
26.18%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 6% · M 32% · S 55%
Number of Stocks
17
23
Portfolio P/E
52.34
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%