Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
14.78%
11.98%
1 Year
3.60%
18.12%
3 Years
26.42%
18.24%
5 Years
15.65%
—
Since Inception
19.18%
20.21%
Fund Age
5 yrs 5 mo
4 yrs 8 mo
AUM
₹730.87 Cr
₹424.87 Cr
Alpha – 1 Year
0.62%
13.40%
Alpha – 3 Years
14.53%
6.15%
Information Ratio – 3 Years
0.84
0.85
Volatility – 1 Year
21.03%
22.44%
Volatility – 3 Years
18.57%
19.69%
Beta – 1 Year
0.98
1.22
Beta – 3 Years
0.72
1.10
Sharpe Ratio – 1 Year
0.01
0.61
Sharpe Ratio – 3 Years
1.08
0.80
Worst Rolling Year
8.04%
18.24%
Value at Worst Rolling Year
₹1.08 Cr
₹1.18 Cr
Deepest Drawdown
−22.15%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
M 1% · S 89%
Number of Stocks
17
30
Portfolio P/E
52.34
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%