Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.22%
0.30%
6 Months
14.78%
26.99%
1 Year
3.60%
26.29%
3 Years
26.42%
27.01%
5 Years
15.65%
—
Since Inception
19.18%
35.84%
Fund Age
5 yrs 5 mo
4 yrs 3 mo
AUM
₹730.87 Cr
₹521.91 Cr
Alpha – 1 Year
0.62%
28.33%
Alpha – 3 Years
14.53%
20.36%
Information Ratio – 3 Years
0.84
—
Volatility – 1 Year
21.03%
31.27%
Volatility – 3 Years
18.57%
25.96%
Beta – 1 Year
0.98
—
Beta – 3 Years
0.72
—
Sharpe Ratio – 1 Year
0.01
0.72
Sharpe Ratio – 3 Years
1.08
0.85
Worst Rolling Year
8.04%
27.02%
Value at Worst Rolling Year
₹1.08 Cr
₹1.27 Cr
Deepest Drawdown
−22.15%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 7% · S 82%
—
Number of Stocks
17
49
Portfolio P/E
52.34
21.17
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%
—
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—