Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Spark - Flexicap
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%
−0.91%
6 Months
14.78%
−6.35%
1 Year
3.60%
3.05%
3 Years
26.42%
10.74%
5 Years
15.65%
13.00%
Since Inception
19.18%
14.74%
Fund Age
5 yrs 5 mo
7 yrs 8 mo
AUM
₹730.87 Cr
₹460.92 Cr
Alpha – 1 Year
0.62%
3.40%
Alpha – 3 Years
14.53%
1.74%
Information Ratio – 3 Years
0.84
0.33
Volatility – 1 Year
21.03%
15.87%
Volatility – 3 Years
18.57%
14.99%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.72
1.00
Sharpe Ratio – 1 Year
0.01
-0.07
Sharpe Ratio – 3 Years
1.08
0.41
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−22.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
26.18%
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%