Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Right Horizons - Perennial
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%
−0.19%
6 Months
14.78%
11.46%
1 Year
3.60%
8.21%
3 Years
26.42%
12.09%
5 Years
15.65%
11.81%
Since Inception
19.18%
13.34%
Fund Age
5 yrs 5 mo
5 yrs 3 mo
AUM
₹730.87 Cr
₹34.29 Cr
Alpha – 1 Year
0.62%
5.23%
Alpha – 3 Years
14.53%
0.21%
Information Ratio – 3 Years
0.84
0.17
Volatility – 1 Year
21.03%
24.84%
Volatility – 3 Years
18.57%
21.42%
Beta – 1 Year
0.98
1.25
Beta – 3 Years
0.72
1.08
Sharpe Ratio – 1 Year
0.01
0.21
Sharpe Ratio – 3 Years
1.08
0.49
Worst Rolling Year
8.04%
7.11%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−22.15%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 5% · M 7% · S 69%
Number of Stocks
17
37
Portfolio P/E
52.34
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%