Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
1.32%
6 Months
14.78%
3.83%
1 Year
3.60%
9.77%
3 Years
26.42%
13.19%
5 Years
15.65%
12.01%
Since Inception
19.18%
14.38%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹730.87 Cr
₹42.66 Cr
Alpha – 1 Year
0.62%
3.80%
Alpha – 3 Years
14.53%
2.30%
Information Ratio – 3 Years
0.84
0.23
Volatility – 1 Year
21.03%
15.84%
Volatility – 3 Years
18.57%
12.64%
Beta – 1 Year
0.98
1.56
Beta – 3 Years
0.72
1.48
Sharpe Ratio – 1 Year
0.01
0.32
Sharpe Ratio – 3 Years
1.08
0.70
Worst Rolling Year
8.04%
9.09%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−22.15%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%