Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
14.78%
8.08%
1 Year
3.60%
10.16%
3 Years
26.42%
15.60%
5 Years
15.65%
—
Since Inception
19.18%
19.84%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹730.87 Cr
₹3.18 Cr
Alpha – 1 Year
0.62%
7.18%
Alpha – 3 Years
14.53%
3.72%
Information Ratio – 3 Years
0.84
0.60
Volatility – 1 Year
21.03%
19.93%
Volatility – 3 Years
18.57%
18.09%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.72
1.14
Sharpe Ratio – 1 Year
0.01
0.31
Sharpe Ratio – 3 Years
1.08
0.60
Worst Rolling Year
8.04%
14.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−22.15%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
L 31% · M 55% · S 12%
Number of Stocks
17
29
Portfolio P/E
52.34
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –