Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Unifi Blended - Rangoli
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%
3.17%
6 Months
14.78%
10.91%
1 Year
3.60%
10.45%
3 Years
26.42%
10.60%
5 Years
15.65%
10.74%
Since Inception
19.18%
18.07%
Fund Age
5 yrs 5 mo
9 yrs 2 mo
AUM
₹730.87 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.62%
5.73%
Alpha – 3 Years
14.53%
−1.49%
Information Ratio – 3 Years
0.84
-0.11
Volatility – 1 Year
21.03%
18.78%
Volatility – 3 Years
18.57%
16.83%
Beta – 1 Year
0.98
1.04
Beta – 3 Years
0.72
1.02
Sharpe Ratio – 1 Year
0.01
0.34
Sharpe Ratio – 3 Years
1.08
0.37
Worst Rolling Year
8.04%
4.89%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−22.15%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 24% · M 11% · S 66%
Number of Stocks
17
—
Portfolio P/E
52.34
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%