Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
14.78%
10.94%
1 Year
3.60%
1.03%
3 Years
26.42%
11.45%
5 Years
15.65%
15.19%
Since Inception
19.18%
27.03%
Fund Age
5 yrs 5 mo
5 yrs 11 mo
AUM
₹730.87 Cr
₹298.71 Cr
Alpha – 1 Year
0.62%
−3.69%
Alpha – 3 Years
14.53%
−0.64%
Information Ratio – 3 Years
0.84
-0.04
Volatility – 1 Year
21.03%
27.68%
Volatility – 3 Years
18.57%
23.40%
Beta – 1 Year
0.98
1.45
Beta – 3 Years
0.72
1.22
Sharpe Ratio – 1 Year
0.01
-0.03
Sharpe Ratio – 3 Years
1.08
0.35
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−22.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
26.18%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
L 2% · M 2% · S 86%
Number of Stocks
17
36
Portfolio P/E
52.34
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%