Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
QED Capital - Alphabets
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%
4.25%
6 Months
14.78%
7.44%
1 Year
3.60%
14.27%
3 Years
26.42%
13.32%
5 Years
15.65%
10.94%
Since Inception
19.18%
15.43%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹730.87 Cr
₹21.45 Cr
Alpha – 1 Year
0.62%
9.55%
Alpha – 3 Years
14.53%
1.23%
Information Ratio – 3 Years
0.84
0.37
Volatility – 1 Year
21.03%
12.68%
Volatility – 3 Years
18.57%
17.36%
Beta – 1 Year
0.98
0.58
Beta – 3 Years
0.72
0.73
Sharpe Ratio – 1 Year
0.01
0.70
Sharpe Ratio – 3 Years
1.08
0.70
Worst Rolling Year
8.04%
12.64%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−22.15%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 7% · M 28% · S 62%
Number of Stocks
17
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%