Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Karma Capital Lotus
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
4.05%
2.20%
6 Months
6.73%
9.70%
1 Year
−2.26%
10.00%
3 Years
32.06%
17.10%
5 Years
—
—
Since Inception
37.04%
23.10%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹174.65 Cr
₹24.16 Cr
Alpha – 1 Year
−5.24%
5.30%
Alpha – 3 Years
20.17%
5.00%
Information Ratio – 3 Years
0.81
0.96
Volatility – 1 Year
26.32%
16.88%
Volatility – 3 Years
22.60%
15.62%
Beta – 1 Year
1.14
0.95
Beta – 3 Years
0.69
0.93
Sharpe Ratio – 1 Year
-0.17
0.34
Sharpe Ratio – 3 Years
1.11
0.81
Worst Rolling Year
32.07%
16.97%
Value at Worst Rolling Year
₹1.32 Cr
₹1.17 Cr
Deepest Drawdown
−30.55%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –