Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
3.42%
6 Months
14.78%
2.89%
1 Year
3.60%
2.59%
3 Years
26.42%
10.39%
5 Years
15.65%
8.86%
Since Inception
19.18%
11.13%
Fund Age
5 yrs 5 mo
5 yrs 6 mo
AUM
₹730.87 Cr
₹63.54 Cr
Alpha – 1 Year
0.62%
−0.39%
Alpha – 3 Years
14.53%
−1.50%
Information Ratio – 3 Years
0.84
-0.34
Volatility – 1 Year
21.03%
16.68%
Volatility – 3 Years
18.57%
13.79%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.72
0.88
Sharpe Ratio – 1 Year
0.01
-0.09
Sharpe Ratio – 3 Years
1.08
0.40
Worst Rolling Year
8.04%
6.98%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−22.15%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.18%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 7% · S 82%
L 69% · M 25% · S 5%
Number of Stocks
17
40
Portfolio P/E
52.34
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%