Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
14.78%
13.10%
1 Year
3.60%
18.11%
3 Years
26.42%
14.56%
5 Years
15.65%
8.71%
Since Inception
19.18%
13.67%
Fund Age
5 yrs 5 mo
11 yrs 2 mo
AUM
₹730.87 Cr
₹138.06 Cr
Alpha – 1 Year
0.62%
18.46%
Alpha – 3 Years
14.53%
5.57%
Information Ratio – 3 Years
0.84
0.62
Volatility – 1 Year
21.03%
22.83%
Volatility – 3 Years
18.57%
16.72%
Beta – 1 Year
0.98
1.29
Beta – 3 Years
0.72
1.00
Sharpe Ratio – 1 Year
0.01
0.61
Sharpe Ratio – 3 Years
1.08
0.55
Worst Rolling Year
8.04%
-8.44%
Value at Worst Rolling Year
₹1.08 Cr
₹0.92 Cr
Deepest Drawdown
−22.15%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
26.18%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 38% · M 14% · S 45%
Number of Stocks
17
18
Portfolio P/E
52.34
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%