Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Tamohara - TRUFFLE
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%
8.72%
6 Months
14.78%
28.59%
1 Year
3.60%
28.02%
3 Years
26.42%
18.67%
5 Years
15.65%
17.18%
Since Inception
19.18%
20.03%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹730.87 Cr
₹221.27 Cr
Alpha – 1 Year
0.62%
28.37%
Alpha – 3 Years
14.53%
9.68%
Information Ratio – 3 Years
0.84
0.87
Volatility – 1 Year
21.03%
22.32%
Volatility – 3 Years
18.57%
17.88%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
0.72
0.95
Sharpe Ratio – 1 Year
0.01
0.99
Sharpe Ratio – 3 Years
1.08
0.81
Worst Rolling Year
8.04%
13.69%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−22.15%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 19% · M 4% · S 74%
Number of Stocks
17
29
Portfolio P/E
52.34
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –