Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Piper Serica Advisors - Leader 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%
3.10%
6 Months
14.78%
24.70%
1 Year
3.60%
21.80%
3 Years
26.42%
16.46%
5 Years
15.65%
12.29%
Since Inception
19.18%
17.31%
Fund Age
5 yrs 5 mo
7 yrs 2 mo
AUM
₹730.87 Cr
₹328.39 Cr
Alpha – 1 Year
0.62%
22.15%
Alpha – 3 Years
14.53%
7.46%
Information Ratio – 3 Years
0.84
1.55
Volatility – 1 Year
21.03%
22.56%
Volatility – 3 Years
18.57%
18.01%
Beta – 1 Year
0.98
1.10
Beta – 3 Years
0.72
0.98
Sharpe Ratio – 1 Year
0.01
0.85
Sharpe Ratio – 3 Years
1.08
1.07
Worst Rolling Year
8.04%
7.49%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−22.15%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
—
Number of Stocks
17
16
Portfolio P/E
52.34
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 1%