Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
14.78%
5.42%
1 Year
3.60%
9.64%
3 Years
26.42%
10.36%
5 Years
15.65%
7.75%
Since Inception
19.18%
11.08%
Fund Age
5 yrs 5 mo
9 yrs 11 mo
AUM
₹730.87 Cr
₹66.05 Cr
Alpha – 1 Year
0.62%
9.99%
Alpha – 3 Years
14.53%
1.36%
Information Ratio – 3 Years
0.84
0.51
Volatility – 1 Year
21.03%
17.05%
Volatility – 3 Years
18.57%
14.23%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.72
1.00
Sharpe Ratio – 1 Year
0.01
0.31
Sharpe Ratio – 3 Years
1.08
0.40
Worst Rolling Year
8.04%
0.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−22.15%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
26.18%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 84% · M 12%
Number of Stocks
17
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—