Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Unifi APJ 20*
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%
3.07%
6 Months
14.78%
13.63%
1 Year
3.60%
10.76%
3 Years
26.42%
13.00%
5 Years
15.65%
13.13%
Since Inception
19.18%
20.07%
Fund Age
5 yrs 5 mo
10 yrs 11 mo
AUM
₹730.87 Cr
₹942.94 Cr
Alpha – 1 Year
0.62%
6.04%
Alpha – 3 Years
14.53%
0.91%
Information Ratio – 3 Years
0.84
0.27
Volatility – 1 Year
21.03%
18.61%
Volatility – 3 Years
18.57%
17.55%
Beta – 1 Year
0.98
1.02
Beta – 3 Years
0.72
1.01
Sharpe Ratio – 1 Year
0.01
0.35
Sharpe Ratio – 3 Years
1.08
0.49
Worst Rolling Year
8.04%
-10.32%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
−22.15%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
26.18%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 15% · M 3% · S 82%
Number of Stocks
17
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Portfolio P/E
52.34
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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