Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
SRE - Shield
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%
−0.37%
6 Months
14.78%
3.64%
1 Year
3.60%
6.24%
3 Years
26.42%
9.36%
5 Years
15.65%
8.05%
Since Inception
19.18%
9.66%
Fund Age
5 yrs 5 mo
8 yrs 3 mo
AUM
₹730.87 Cr
₹32.8 Cr
Alpha – 1 Year
0.62%
6.59%
Alpha – 3 Years
14.53%
0.36%
Information Ratio – 3 Years
0.84
0.14
Volatility – 1 Year
21.03%
18.27%
Volatility – 3 Years
18.57%
15.46%
Beta – 1 Year
0.98
1.08
Beta – 3 Years
0.72
1.07
Sharpe Ratio – 1 Year
0.01
0.15
Sharpe Ratio – 3 Years
1.08
0.34
Worst Rolling Year
8.04%
6.25%
Value at Worst Rolling Year
₹1.08 Cr
₹1.06 Cr
Deepest Drawdown
−22.15%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 58% · M 28% · S 8%
Number of Stocks
17
33
Portfolio P/E
52.34
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
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%