Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
4.05%
6 Months
8.11%
6.73%
1 Year
−2.73%
−2.26%
3 Years
11.42%
32.06%
5 Years
12.09%
—
Since Inception
13.75%
37.04%
Fund Age
5 yrs 5 mo
3 yrs
AUM
₹205.48 Cr
₹174.65 Cr
Alpha – 1 Year
−5.71%
−5.24%
Alpha – 3 Years
−0.47%
20.17%
Information Ratio – 3 Years
-0.07
0.81
Volatility – 1 Year
23.93%
26.32%
Volatility – 3 Years
22.69%
22.60%
Beta – 1 Year
1.24
1.14
Beta – 3 Years
1.17
0.69
Sharpe Ratio – 1 Year
-0.23
-0.17
Sharpe Ratio – 3 Years
0.35
1.11
Worst Rolling Year
11.05%
32.07%
Value at Worst Rolling Year
₹1.11 Cr
₹1.32 Cr
Deepest Drawdown
−29.75%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
33.22%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
—
Number of Stocks
29
—
Portfolio P/E
46.19
—
Top 5 Holdings
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
—
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%