Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
White Oak India Select Equity 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%
4.84%
6 Months
14.78%
7.61%
1 Year
3.60%
−0.76%
3 Years
26.42%
11.28%
5 Years
15.65%
9.58%
Since Inception
19.18%
11.67%
Fund Age
5 yrs 5 mo
7 yrs 11 mo
AUM
₹730.87 Cr
₹12.5 Cr
Alpha – 1 Year
0.62%
−3.74%
Alpha – 3 Years
14.53%
−0.61%
Information Ratio – 3 Years
0.84
-0.06
Volatility – 1 Year
21.03%
20.02%
Volatility – 3 Years
18.57%
16.21%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.72
0.91
Sharpe Ratio – 1 Year
0.01
-0.22
Sharpe Ratio – 3 Years
1.08
0.41
Worst Rolling Year
8.04%
8.66%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−22.15%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 36% · M 30% · S 35%
Number of Stocks
17
15
Portfolio P/E
52.34
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%