Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
SMC Global - 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%
5.80%
6 Months
14.78%
20.03%
1 Year
3.60%
17.27%
3 Years
26.42%
12.81%
5 Years
15.65%
11.98%
Since Inception
19.18%
14.70%
Fund Age
5 yrs 5 mo
6 yrs 10 mo
AUM
₹730.87 Cr
₹201.68 Cr
Alpha – 1 Year
0.62%
12.55%
Alpha – 3 Years
14.53%
0.73%
Information Ratio – 3 Years
0.84
0.15
Volatility – 1 Year
21.03%
22.73%
Volatility – 3 Years
18.57%
20.11%
Beta – 1 Year
0.98
1.17
Beta – 3 Years
0.72
1.13
Sharpe Ratio – 1 Year
0.01
0.58
Sharpe Ratio – 3 Years
1.08
0.44
Worst Rolling Year
8.04%
7.98%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−22.15%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 38% · M 4% · S 49%
Number of Stocks
17
24
Portfolio P/E
52.34
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%