Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.22%
−0.96%
6 Months
14.78%
−5.85%
1 Year
3.60%
1.08%
3 Years
26.42%
1.92%
5 Years
15.65%
1.54%
Since Inception
19.18%
4.73%
Fund Age
5 yrs 5 mo
9 yrs 11 mo
AUM
₹730.87 Cr
₹4.85 Cr
Alpha – 1 Year
0.62%
−8.50%
Alpha – 3 Years
14.53%
−7.97%
Information Ratio – 3 Years
0.84
—
Volatility – 1 Year
21.03%
9.90%
Volatility – 3 Years
18.57%
26.17%
Beta – 1 Year
0.98
—
Beta – 3 Years
0.72
—
Sharpe Ratio – 1 Year
0.01
-0.53
Sharpe Ratio – 3 Years
1.08
0.01
Worst Rolling Year
8.04%
2.80%
Value at Worst Rolling Year
₹1.08 Cr
₹1.03 Cr
Deepest Drawdown
−22.15%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
—
Number of Stocks
17
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%