Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
14.78%
3.49%
1 Year
3.60%
5.55%
3 Years
26.42%
12.97%
5 Years
15.65%
—
Since Inception
19.18%
12.27%
Fund Age
5 yrs 5 mo
4 yrs 3 mo
AUM
₹730.87 Cr
₹25.94 Cr
Alpha – 1 Year
0.62%
−0.42%
Alpha – 3 Years
14.53%
2.07%
Information Ratio – 3 Years
0.84
0.10
Volatility – 1 Year
21.03%
15.73%
Volatility – 3 Years
18.57%
12.26%
Beta – 1 Year
0.98
1.56
Beta – 3 Years
0.72
1.42
Sharpe Ratio – 1 Year
0.01
0.07
Sharpe Ratio – 3 Years
1.08
0.62
Worst Rolling Year
8.04%
11.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.12 Cr
Deepest Drawdown
−22.15%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
17.02%
5-Year Rolling Windows Positive
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%