Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
14.78%
27.88%
1 Year
3.60%
29.03%
3 Years
26.42%
18.18%
5 Years
15.65%
15.45%
Since Inception
19.18%
16.74%
Fund Age
5 yrs 5 mo
10 yrs 9 mo
AUM
₹730.87 Cr
₹245.99 Cr
Alpha – 1 Year
0.62%
24.31%
Alpha – 3 Years
14.53%
6.09%
Information Ratio – 3 Years
0.84
0.49
Volatility – 1 Year
21.03%
21.97%
Volatility – 3 Years
18.57%
17.89%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.72
0.93
Sharpe Ratio – 1 Year
0.01
1.03
Sharpe Ratio – 3 Years
1.08
0.70
Worst Rolling Year
8.04%
1.53%
Value at Worst Rolling Year
₹1.08 Cr
₹1.02 Cr
Deepest Drawdown
−22.15%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 36% · M 27% · S 36%
Number of Stocks
17
44
Portfolio P/E
52.34
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%