Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
14.78%
12.02%
1 Year
3.60%
4.98%
3 Years
26.42%
—
5 Years
15.65%
—
Since Inception
19.18%
2.03%
Fund Age
5 yrs 5 mo
1 yr 10 mo
AUM
₹730.87 Cr
₹167.29 Cr
Alpha – 1 Year
0.62%
0.26%
Alpha – 3 Years
14.53%
—
Information Ratio – 3 Years
0.84
—
Volatility – 1 Year
21.03%
26.96%
Volatility – 3 Years
18.57%
—
Beta – 1 Year
0.98
1.44
Beta – 3 Years
0.72
—
Sharpe Ratio – 1 Year
0.01
0.10
Sharpe Ratio – 3 Years
1.08
—
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−22.15%
−22.46%
Recovery Period
Not yet recovered
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%
M 5% · S 94%
Number of Stocks
17
20
Portfolio P/E
52.34
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 1.5% / 0%